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Create an Estimate with Multiple Packages

Square Invoices allows you to send an estimate with multiple packages that include groupings of items or services at accompanying prices, allowing a buyer to choose which package they prefer to purchase. This allows you to spend less time sending multiple estimates for the same job and more time closing a sale.

To send an estimate with multiple packages:

  1. Go to Invoices in your online Square Dashboard.

  2. Click on Estimates from the side menu and select Create Estimate.

  3. Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to 9 recipients.

  4. Add an optional Estimate Title and edit the Invoice ID to match your records, along with a Message or an Attachment > press Next.

  5. On the Packages page, indicate a Package title, Description, and Attachments if needed.

  6. Select Add item to include items from your Item Library and select Customize if you need to edit the price or total for the item(s). Click Add discount if you wish to apply a discount to the package.

  7. Once you are done creating the package, you can select Duplicate to replicate the package, or press the (+) button next to Add package to create another package to include in the estimate. Note: You are able to create up to 9 packages total.

  8. Click Next to preview and send your estimate. Indicate the Delivery method, Send date, and Expiration date. Alternatively, select Save as Draft if you wish to save the estimate without sending it.

Once an estimate with multiple packages has been sent, it will appear in the Estimates tab within the Invoices section of your dashboard. You can click on the estimate to see the estimate’s details, view rejected packages (if any), Edit, or Mark as accepted. If the buyer has accepted the estimate, you see the option to manually Convert to invoice.

Note: Multi-package estimates has limited functionality on the Square Point of Sale mobile app. The feature is not available on the Square Invoices app at this time. For full usage, you can use the feature your Square Dashboard.

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