Create Projects with Square Invoices Plus

Save time and organize all of your project digital files with Project folders. With this Square Invoices Plus, you can keep track of everything happening in one workspace — all from your online Square Dashboard. When creating project folders, you can:

• Add an existing contract, estimate, invoice, or recurring series.

• Add notes about the project.

• Manage project start and end dates.

• Add, view, and download file attachments.

Create an Invoices Project

From your online Square Dashboard:

1. Go to Invoices.

2. Click Projects > Create project.

3. Enter the project name, project start date, and optional end date. Click Save.

4. Click Add to add existing estimates, contracts, invoices, or recurring series. You can search by title, ID, or status.

If an invoice is linked to a project that also has a related estimate, the estimate will also be automatically linked to the project.

You can also create projects from the Square Invoices Overview page by clicking + then Create a project.

Manage an Invoices Project

Once you’ve created an Invoices project, you can:

• Edit the project name or start/end dates.

• Mark the project as complete.

• Delete the project.

• Re-open a completed project.

To edit or delete a project:

1. Select the project from the Projects tab.

2. Click ••• then choose the project from the drop-down menu.

Add buyer authentication

You can add a setting that requires buyer authentication. In this case, your customer will have to verify their identity to access the project. This adds an extra layer of security, which is particularly important if sharing confidential or sensitive information.

Add customer details

You can add customers from your Directory to a new or existing project. To do so:

1. Create a new project or edit an existing one.

2. Add a new or existing customer under the section Customers.

3. Save the project.

Add notes

You can add optional notes at any stage of the project. For example, you can add a note of the location where you’ll be performing the service or vendor information. To add a note:

1. Open the project.

2. Click Add note.

3. Enter the note, then click Save.

Create new estimates, contracts, and invoices within an existing project

You can create and send an estimate, contract, or invoice from within a project workspace. To do so:

1. Open the project.

2. Click Add and make your selection.

Filter tasks

When you click a project, you can view a feed of tasks that require action so you always stay on top of tasks. You can filter tasks by selecting All, Overdue, Failed, or Accepted.

Share project

You can share projects you create with customers. To do so:

1. Open the project.

2. Click Share with customers.

3. Select the customer(s), then click Share.