Accept Payments Online

1. Go to Invoices > click Send an invoice.
2. Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to nine recipients.
3. Add an optional Invoice Title and edit the Invoice ID to match your records.
4. Add an optional message. You can also include an optional Date of Service to your invoice.
5. Select the Frequency for this invoice. It can be sent as a One-Time or Recurring invoice. If you’re creating a recurring invoice series, select start and end dates, along with frequency and due dates.
6. Choose to Send immediately or at a later date and the Due date upon receipt or at a later date.

1. Add a new line item or select an existing item from your Item Library.
2. If applicable, click Add Discount to discount the total invoice by percentage or dollar amount. Click Add.
3. If applicable, click Add Payment Schedule if you would like to split the total balance into milestones. You can request a percentage or dollar amount deposit. Note: This is an Invoices Plus feature.

Payment Schedule Pro Tip: Request a portion of your invoice upfront, and set a separate due date for the remaining balance.

1. Select the Payment method:

Credit or debit card:

• 2.9% + 30¢ per invoice paid online,
• 2.6% + 10¢ per every tapped, dipped, and swiped payment, or
• 3.5% + 15¢ per Card on File payment.

ACH bank transfer: 1% with a minimum of $1 per transaction. ACH bank transfers do not support partial payments at this time.

Gift Card: Only pay processing when a customer buys a gift card from you.

1. If applicable, under Tipping, tick Allow customer to add a tip to give your customer the option in their invoice.
2. If applicable, under Store payment method, tick Allow your customer to save a card on file. If selected, customers will have the option to save their payment card when paying the invoice. If they do, you will have the option to charge future invoices to the saved card instead of sending the invoice for payment.

1. Choose to share the invoice via email, text message or manually. Note: If you select Manually, the invoice and any attached files will not be emailed to your customer, but can be shared via a link once it is created.
2. If applicable, enter an email address to Add additional recipient(s).
3. Choose the frequency of invoice payment reminders.

1. If applicable, tick Request delivery address to request a shipping address for the Invoice goods or services.
2. Add an optional Square Contract to establish clear service agreements with your customers.
3. If applicable, upload an attachment. Note: Attach up to 10 files totalling 25 MB. Supported file types: JPG, PNG, GIF, TIFF, BMP, and PDF. Do not attach sensitive personal information or illegal content. Square may use the content you upload to fight chargebacks on your behalf.
4. If applicable, Add a custom field to enter data that will be displayed on the invoice presented to your customer. Note: This is an Invoices Plus feature.

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. Click Send once you’ve completed the preview.

Yes! On the checkout screen, select Split Payment to accept multiple tender types such as payment or gift cards, or you can record other payment types like cash.

There’s no fee to accept other tender types. When you accept other tender types, Square doesn’t process any funds and functions only as an organisational tool. Money for these transactions are exchanged directly between you and your customer and will not be transferred by Square.

On the checkout screen, click the location drop-down in the top left-hand corner and select the reporting location before charging the customer.

You can view your transaction history, send confirmations and grant refunds from the Virtual Terminal Overview Page. You can also find the payment in the Transactions tab.

Once your invoice is sent, you can track whether it has been paid from your Invoices Overview Page.