Attach a Contract to your Square Invoices or Estimates Online
You can attach a Square Contract directly to your invoice(s) or estimate(s) from your Square Invoices Overview page in Dashboard. By associating a contract with your invoice(s) or estimate(s), you’ll have the ability to document a signature-based agreement and establish clear expectations with your customer, increasing your protection against disputed payments.
To get started:
In your Square Invoices, select Create an invoice.
Once you’ve filled out the required invoice details, select Attach a Square contract in the More Options section. Note: You can attach both signed or unsigned contracts, but not drafts.
Use the search tool to select the Square contract you want, then select Save.
With the Invoices and Square Point of Sale apps, you're also able to attach contracts to your invoices and estimates on iOS and Android devices.
Learn more about sending invoices from the Invoices app, and about Invoices on Your Square Point of Sale App.
Subscribe to Square Invoices Plus to upgrade your invoice process. Access multiple-package estimates, automatically convert accepted estimates to invoices, and create custom fields and content templates.
Get started with a free 30-day trial.