Navigate the Square Invoices Overview Page in Dashboard
Square Invoices provides you with a centralized location to view your invoices, recurring invoices, estimates, and projects—all from your online Square Dashboard.
You can easily create, send, and manage estimates, invoices, and recurring payments while monitoring organized invoice activity, helping you understand what you need to take action on next. You can also manage and organise all of your files and attachments by creating project folders.
The Overview Page for Square Invoices
You can use the search bar at the top of the Invoices overview page to search and view invoices, estimates, and any recurring invoices. You are able to search based on the following criteria:
ID
Title
Customer name
Customer email
Customer billing address
Customer phone number
Customer company name
Message
Line item names
Learn more about managing your Square Invoices.
Feed
Your feed will provide a well ordered list of activity related to your estimates, invoices, recurring payments, and reports. If you’re starting to take payments for the first time, you’ll start seeing activity in your feed after sending a few invoices.
Feedback
Click Send us your feedback to provide valuable information regarding your experience with Square Invoices.
Projects
From the Projects tab, you can create projects folders and add invoices, estimates, contracts, or recurring invoices. To get started, Projects > Create project.
Learn how to create and manage projects. Note: This is a Square Invoices Plus feature.
Invoices
From Payments > Invoices tab, you can view, search, filter, create invoices or export existing invoices to a CSV file. To create an invoice, select Create invoice.
You can view series, duplicate, print, download PDF, or archive by clicking ••• next to the desired invoice.
Bulk Actions
From the Invoices tab, you can complete the following bulk actions:
Bulk archive
Bulk cancel
Bulk print (up to 30 invoices at a time)
Mark as paid
You can also multi-select to delete invoices in Draft status. You cannot delete invoices that have been sent to the customer or paid. Once you bulk delete draft invoices, this action cannot be undone.
To complete bulk actions, manually tick the checkboxes next to the relevant invoices. You can complete one bulk action at a time.
Recurring
From Payments > Recurring tab, you can view, search, filter, and create recurring invoice series. To create a recurring invoice series, select Create recurring series.
You can view, edit, or end recurring series by clicking ••• next to the desired series.
Estimates
From Payments > Estimates tab, you can view, search, filter, and create estimates. To create an estimate, select Create estimate.
You can duplicate or archive an estimate by clicking ••• next to the desired estimate.
Reports
You can view a list of customers who have outstanding invoices and the total amount you are owed across all customers. You will also be able to view how many days each invoice is overdue, send your customers a reminder to pay the outstanding balance, or view a filtered list of outstanding invoices for a particular customer. This will help you keep track of your cash flow and view who owes you money and how much, all in one place.
To view your customer’s outstanding invoices:
Go to Payments > Invoices > Reports.
To view details for a specific customer, enter the customer name in the search bar.
Click ••• to send reminders, view customer details, or view invoices.
You will also be able to download your reports as a CSV file. To do so, select Export and a file will download to your computer.
Settings
Invoices
In your Square Invoices in Settings > Invoices, you can configure the default settings for new invoices. These settings can be overridden on individual invoices.
Templates
You can also create and customize pre-defined invoice templates. These custom templates will automatically include default information (e.g. an invoice message, accepted payment methods, etc.) when you create a new invoice. You can create up to 100 templates and choose the template you want to use when creating a new invoice.
You’re also able to configure additional customizable options for your invoices, including adding custom fields and setting your default payment methods. Learn more about customizing your receipts and invoices.
Estimates
Under Payments > Invoices > Settings > Estimates, you can configure the default settings for new estimates. These settings can be overridden on individual estimates.
Here you can set up your default title, message, delivery method, when the estimate is sent, and when it expires.
Notifications
Keeping your interactions with clients in order can be difficult to manage, but in Payments > Invoices > Settings > Notifications, you can toggle on different notifications for invoices and estimates.
Push notifications are automatically sent to your mobile device; while email notifications are sent to your email account. These notifications help keep track of things like invoice and estimate updates, your outstanding cash flow and your sales trends.
Learn more about managing invoices with Square.