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Create Invoices Online

Create Invoices Online

  1. Navigate 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. For ID, title, message, attachments, select Edit to add an optional Invoice Title, and edit the Invoice ID to match your records.

  4. Add a personal message. If you would like to use the same message for all of your invoices, select Save as default message.

  5. Select the Frequency for this invoice.

  6. Choose when to Send the invoice, and when it's Due.

  7. Under Line items, Add Items and unit types, then use Customize to apply modifiers, notes, and taxes.

  8. Add any applicable discounts:

    • To add a discount to the entire invoice, click Add Discount.

    • To add a discount to a specific item, click Customize next to the item. Note: Only existing, fixed-percentage discounts can be applied to an item. You must set up taxes and create discounts prior to adding them to an invoice.

  9. If applicable, click Add service charge to apply a service charge for fees that will be added to the original invoice amount, such as shipping or handling expenses. You can create a new service charge while creating your invoice or select an existing service charge to apply. Default service charges can be created from the Account & Settings tab of your online Square Dashboard.

  10. Select the Payment Options. If the customer has a card on file, you can select from Payment methods on file. You can also choose one of the other Payment method options including credit or debit card, ACH bank transfer, or gift card.

  11. Select if you will allow customers to add a tip or save a card on file.

  12. Choose to Share via Email or Manually and add additional recipients as needed.

  13. Use the default reminders, or click Edit reminders to change.

  14.  As a final step, select if you want to Request a Shipping Address or Attach a Square Contract to your invoice.

  15. Preview, Save as Draft, or Send using the buttons in the top right.

Note: Before sending your invoice, select Preview in the top right-hand corner to view your invoice as your customer will see it. You can also click Save as draft to save the current version to work on later, or to keep it as a template to duplicate and send anytime.

When you send an invoice for payment, each recipient has the option to pay the invoice with any accepted payment card, Apple Pay, Google Pay, or ACH bank transfer. Both you and your customer will receive a confirmation email once an invoice is paid with a card on file or by your customer.

To pay invoices with Square, your customer will follow the steps below:

Pay Invoices GIF

You can also charge for an invoice by manually entering your customer’s payment card from your online Square Dashboard. To do so, select an invoice and click Add Payment > enter your customer’s payment card.
You will be able to charge full payments, as well as multiple installments and deposits.

Learn more about: Invoices

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