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Automate invoice reminders and simplify payment follow-up

Set up automated invoice reminders, give customers clear pay-now options, and manage overdue invoice follow-up.

Keep invoices organized & customer communication professional

Follow up on schedule

Set reminders around due dates so customers get timely nudges while you stay focused on the work.

Make payment simple

Send invoices by email, SMS, or shareable link, and let customers pay from the message with invoices.

Keep customer communications professional

Use clear reminder timing and editable messaging so follow-up feels professional, not pushy.

Track what's unpaid

See invoice status in one place so you know what's sent, viewed, paid, and overdue.

Follow up on time

  • Turn on automated invoice reminders for unpaid invoices so follow-up runs without manual calendar checks.

  • Choose reminder timing before, on, or after the due date to match your payment terms.

  • Pause or edit reminders when a customer needs a different arrangement.

  • Reminders stop when the invoice is paid, helping prevent duplicate outreach.

Make payment easy

  • Send digital invoices by email, SMS, or shareable link so customers can pay online from their invoice.

  • Accept card payments, Cash App Pay, Afterpay¹, and ACH bank transfers where eligible².

  • Save cards on file with customer permission to support repeat service work and recurring billing.

  • Add tips, discounts, and taxes to invoices so customers see a clear total before they pay.

Keep work organized

  • Track invoice activity from creation to payment, including unpaid and overdue balances.

  • Connect invoices to customer profiles in your customer directory so contact details and payment history stay together.

  • Use item and service details to keep charges consistent across projects, visits, and follow-up work.

  • Issue refunds from Square Dashboard or the Square Point of Sale app when a service adjustment is needed.

Set clear terms

  • Add due dates, line items, notes, and service details so customers understand what they owe and when.

  • Use deposits or milestone invoices for longer projects to request payment at different stages of a project.

  • Apply disclosed late-payment terms where appropriate for your business and local requirements.

  • Create estimates first, then convert approved work into an invoice when it's time to collect.

More than reminders—one platform to run your business

Square connects invoice reminders with payments, customer records, reporting, and business banking. Your tools work together, so paid invoices, customer details, and keep payment and business information organized.

  • invoices: Create, send, and manage digital invoices for one-time jobs, repeat services, deposits, and project payments.

  • estimates: Send professional estimates before work starts, then convert accepted estimates into invoices.

  • payments: Accept in-person, online, manual-entry, and card-on-file payments from one connected payment system.

  • customer directory: Store customer contact details, cards on file with permission, and service history in one place.

  • analytics: Use reporting to understand paid, unpaid, and overdue activity across your business.

  • Square Banking: Access your Square funds and organize money for future expenses with checking and savings tools.

"Having the Square app on my phone, especially if I'm doing catering, makes everything seamless. It walks you through how to send an invoice. It's nice to be able to do that on the fly. Same for payroll. If I'm out of town on a Monday, I can still run Square Payroll on my phone and just send the checks to my manager to print, which is huge. And I won't have to bring my computer with me, which is nice."

Nate Hoops, Co-owner

Phodega

Obtén un plan para administrar todo tu negocio

Principales funciones para negocios de servicios

Facturas únicas y recurrentes

Presupuestos y contratos

Proyectos

Principales funciones para negocios de servicios

Facturas únicas y recurrentes

Presupuestos y contratos

Proyectos

Mejor oferta

Principales funciones para negocios de servicios

Calendario de pagos

Plantillas personalizadas de facturas

Límite de $10 para transferencias ACH

Límite de comisión de $10 para transferencias bancarias ACH

Principales funciones para negocios de servicios

Calendario de pagos

Plantillas personalizadas de facturas

Límite de $10 para transferencias ACH

Límite de comisión de $10 para transferencias bancarias ACH

Principales funciones para negocios de servicios

Informe de desempeño del equipo

Informe sobre reservas futuras

Asistencia telefónica 24/7

Principales funciones para negocios de servicios

Informe de desempeño del equipo

Informe sobre reservas futuras

Asistencia telefónica 24/7

Square Pro

Obtén precios personalizados

Si procesas más de $250,000 al año, habla con nuestro equipo para ver si eres elegible para precios personalizados y comisiones de procesamiento. También puedes preguntar sobre descuentos de hardware, soporte de incorporación e implementación, especialistas técnicos y administración de cuentas.

Tips to keep service payments moving


Preguntas frecuentes

  • What is an invoice reminder?

    Invoice reminder software sends payment follow-ups for unpaid invoices based on timing you set. With Square, reminders work inside your invoicing workflow, so you can create an invoice, add a due date, and help customers pay from the same digital invoice.

  • How do automated invoice reminders work?

    Automated invoice reminders send scheduled messages before, on, or after an invoice due date. They use the invoice's payment status, so follow-up can stop once the invoice is paid and you avoid sending unnecessary reminders.

  • Can customers pay from an invoice reminder?

    Yes. When online payments are enabled, customers can access a digital invoice to pay using eligible payment methods, including credit or debit cards, Cash App Pay, Afterpay¹, and ACH bank transfers. Payment method availability and eligibility requirements apply.

  • Can I customize invoice reminder messages?

    Yes, you can set reminder timing and include invoice details that help customers understand what they owe. Clear service descriptions, due dates, notes, and payment terms help reminders feel helpful instead of generic.

  • Can I use reminders for overdue invoices?

    Yes, invoice reminder software can follow up after a due date when an invoice is unpaid. Use overdue reminders to keep payment requests consistent, and review invoice status in Square Dashboard before taking further action.

  • Does Square support recurring invoice reminders?

    Yes, Square can support repeat billing workflows for customers you invoice regularly. You can save a customer card on file with permission, automate billing for eligible invoices, and reduce repeated manual follow-up.

  • What devices can I use to manage invoice reminders?

    You can manage invoices from Square Dashboard on a computer and from compatible Square apps on mobile devices. That helps service sellers create invoices, check payment status, and follow up from the office, on-site, or between appointments.

  • How secure are invoice payments?

    Square payment tools are built with security features that help protect payment data. Square includes encrypted payments, account protection, dispute management support, and fraud prevention tools as part of its payments platform.

  • Are invoice reminders right for service businesses?

    Square invoice reminders can help service businesses manage payment follow-up for appointments, jobs, projects, and recurring work. Contractors, cleaning services, professional services, pet services, and automotive businesses can schedule reminders and track unpaid invoices in one place.

Set up invoice reminders that keep payments moving

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¹ Late fees may apply. Eligibility criteria apply. See afterpay.com for more details.

² Payment methods and features are subject to eligibility, availability, and applicable terms. Additional processing fees may apply.

Pricing, processing fees, and features vary by plan, payment method, and eligibility. Additional fees may apply. See applicable pricing and terms for details.