System updates

We’re experiencing issues that may affect your Square services. We’ll continue to update our status page with more information.

Home>Run Your Business More Effectively with Customizable Tools

Schedule Multiple Payments on a Single Square 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 Square Invoice.

You are able to set up to 12 milestone payments on an invoice. This does not include the initial deposit on the invoice (if a deposit was requested).

Note: If ACH is enabled, you'll be unable to set up payment schedules. Uncheck ACH as a payment method to set up a payment schedule for the invoice.

Create Progress Invoices from Dashboard

  1. In your Square Invoices Overview page, select Send an invoice.

  2. Select a customer from your Customer Directory, or enter a new name and email address.

  3. Add line items, and optionally apply modifiers, notes, and taxes by selecting 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 select Save.

  7. Select Send.

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

Create Progress Invoices 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.

  3. Add line items, and optionally apply modifiers, notes, and taxes by selecting 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 select Save.

  7. Select Send.

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

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.

Can't find what you need?