Get Started with Square Invoices Plus
With Square Invoices Plus, you can run your business more effectively with custom invoice templates, milestone-based payment schedules, multi-package estimates, manage project folders and other advanced features — available right from your Square Dashboard or Invoices app.
To access Plus features, pay one flat rate of $20 per month per Square account. If you subscribe mid-month, you’ll be charged a prorated amount for the remainder of the month. Processing rates for Invoices Plus:
2.9% + 30¢ per online card payment.
2.6% + 10¢ per in-person card payment.
1% with a minimum fee of $1 per online ACH payment.
If you choose not to subscribe when your free trial ends, you can still edit any multi-package estimates, invoice templates, milestone-based payment schedules, project folders, or custom fields you created in the past year. However, you won’t be able to create any new invoices using these features.
Sign up for a free 30-day trial of Invoices Plus to see if this option is the right fit for your business. No payment information is required to get started. If you’ve signed up for a free trial and you wish to cancel the service, you will need to wait the full 30 days for the trial to complete.
Invoices Plus Features
You can now offer multiple packages of items and services from a single estimate, allowing you to spend less time on scoping and pricing projects with your customers.
To create a multi-package estimate from your online Square Dashboard:
Go to the Square Invoices Overview page and click Estimates.
Click Create estimate.
Fill out the customer information and estimate details. Click Next.
Enter the payment details and line items for the estimate.
Under Add package, click the + icon. You can add up to nine packages. Fill out an optional title and description and click Next.
Fill out communication options and preview the estimate. Click Send.
Note: Multi-package estimates have a two package minimum and a nine package maximum. You can duplicate or delete as required. Package total must be between $1.00 and $50,000.00.
Auto-convert accepted estimates to invoices
Instantly convert accepted estimates into invoices to easily request payment from your customers. To automatically convert estimates to invoices when a customer accepts:
Complete the steps above to create an estimate.
On the Communication screen, toggle on Automatically convert estimate to invoice when customer accepts.
Choose between ‘Send invoice or create share link once accepted’ or ‘Save invoice as draft once accepted.’
Note: This feature is only available through Square Dashboard and on iOS devices. The auto-convert option is not currently available on Android devices.
Custom invoice templates
Save and reuse pre-defined invoice templates, so you don’t need to start from scratch each time. Build templates with pre-selected items, services, payment settings or notes that you can reuse for similar jobs or sales. You can set a default template that will always show up as your first choice when creating an invoice and rearrange the order of the rest of your templates.
To create an invoice template from your online Square Dashboard:
Go to the Square Invoices Overview page in your Dashboard.
Click Settings > Invoices.
Click + New template.
Enter the template name.
Fill out the invoice details and click Save template.
You can customize the layout of your invoices when presented in PDF format. You will have a choice of three layout options, which can be found in Settings > Customization. All PDF layouts will incorporate the brand color pulled from your receipt settings page.
Note: This will apply to invoices with all statuses, including draft, sent, and paid.
Custom invoice fields
Create and select the placement of custom invoice fields to provide additional details to your customers, including your terms of service, cancellation policy, return policy or any other personalized message.
Whether you're a health provider adding insurance information, a florist adding plant care tips, or a food grocer adding contactless pickup instructions, you can add and customize up to two field details on your invoices, all from your online Square Dashboard or Invoices app.
Learn how to create custom invoice fields.
Milestone-based payment schedules
Schedule multiple payments for any job or project by setting up a payment schedule based on specific milestones or phases of the job — all from one invoice.
To create a progress invoice with a milestone-based payment schedule:
Go to the Square Invoices Overview page and click Create Invoice.
Select a customer from your Customer Directory, or enter a new name and email address or phone number.
Add line items, and optionally apply modifiers, notes, and taxes by clicking Customize.
Select Add Payment Schedule.
Toggle on Request initial deposit, if needed, and Split balance into milestones.
Enter the amount(s) or percentage(s) you have scheduled, select due date(s) and click Save.
Fill out the rest of the invoice details and click Send.
Note: To customize a payment due date or reminder schedule, click on the payment due date or reminder schedule on each payment. You can create up to 12 milestone payments for your customer.
Save time and organise all of your digital files related to your project. Keep track of contracts, estimates, invoices, or recurring invoices in one workspace — all from your online Square Dashboard.
To create a Project folder:
Go to the Square Invoices Overview page in your online Square Dashboard.
Click Projects > Create project.
Enter the project name, project start date, and optional end date. Click Save.
Click Add and choose to add existing estimates, contracts, invoices, or recurring series. You can search by title, ID, or status.
Start a free 30-day trial of Invoices Plus today.