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Scheduling Multiple Payments on a Single Invoice

Progress Invoices let you schedule multiple payments for any job or project, so you can set up a payment schedule based on specific milestones or phases of the job. This feature makes it easy to manage payments and generate cash flow as the work progresses — all from one invoice.

Progress Invoices

To create a Progress Invoice:

  1. Go to Invoices in your online Square Dashboard > Create Invoice.
  2. Select a customer from your Customer Directory, or enter a new name and email address or phone number.
  3. Add line items, and optionally apply modifiers, notes, and taxes by clicking Customize.
  4. Select Add Payment Schedule.
  5. Toggle on Request initial deposit and/or Spilt balance into milestones.
  6. Enter the amount(s) or percentage(s) you have scheduled and select due date(s) and click Save.
  7. Click Send.

Note: To customize payment due date, and/or reminder schedule, click on the payment due date or reminder schedule on each individual payment.

To create a Progress Invoice from the Square app:

  1. From the navigation menu, tap Invoices > Create Invoice.
  2. Select a customer from your Customer Directory, or enter a new name and email address or phone number.
  3. Add line items, and optionally apply modifiers, notes, and taxes by clicking Customize.
  4. Select Add Payment Schedule.
  5. Toggle on Request Deposit and/or Spilt Balance into milestones.
  6. Enter the amount(s) or percentage(s) you have scheduled and select due date(s) and click Save.
  7. Click Send.

Note: To customize payment due date, and/or reminder schedule, click Edit on the individual payment you want to customize.

Keep in mind, if you track inventory through Square, your items will only adjust when the entire invoice is paid. Paying the deposit will not change item counts.

When using Progress Invoices, sales are not recorded within Sales Reports until the entire invoice is paid. Sales are attributed to the date the invoice is paid off and not the deposit or the date the invoice was sent.

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