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Create an Estimate Online

Facturas Square Plus allows you to send an invoice estimate. Once an invoice is accepted, you can quickly convert an estimate to an invoice to get paid quickly.

To get started:

  1. Go to Invoices in your Panel de Datos Square en línea.

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

  3. Select a customer from your Directorio de clientes, 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.

  5. Add a personal message. If you would like to use the same message for all of your invoices, select Save as default message.

  6. Select the Send Date and Expiration Date for this invoice. It can be immediately, in 7 days, 14 days, 30 days, or at the end of the month. If needed, you can also select a Sale or service date from the calendar menu. 

  7. Select items, then apply modifiers, notes, and taxes.

  8. Click Add Discount to add any applicable discounts to the entire invoice.

To download a .CSV file of your invoice estimates, click Export from the Estimates tab.

Note: Estimates will not show up as a transaction in any of your reports. An estimate does not involve any money transferred and should only be used to provide an estimate of the cost and scope of a service to be rendered.