#Square invoice how to
#Square invoice update
#Square invoice manual
#Square invoice free

You can hit the “Save as Draft” button at any time and return to it later, or proceed with sending the invoice.The free plan has historically relied on processing fees to generate revenue. Once you’ve filled everything out, review the invoice by clicking “Preview” at the top and make sure your information is correct. This is ideal for adding contracts, estimates, order specs, and other customer purchase documents.

#Square invoice manual

A manual invoice delivery generates a custom link to your invoice that you can share in whatever way you prefer.įinally, choose to add any extras like attachments and custom fields.Send your customer invoice via text messaging, which will send your invoice link to your customer’s registered phone number.Send your customer invoice through email, along with an option to add more recipients at customers’ request.Square has three options for sending invoices: This step also allows you to add, update, and customize invoice reminders. The next step is to choose how you want the invoice delivered to your customers.

#Square invoice update

Step 7: Update Your Invoice Delivery Settings Through our articles, you can learn more about Square’s processing fees and Square’s payment processing tools. You can also allow customers to add tips and request to have their card information stored for future automatic settlement of transactions. You can set payment method options that you want available in the invoice. Though again, the processing rates are higher for this. You can also allow customers to add tips and request to have their card information stored for future automatic payments.

#Square invoice how to

You don’t have to choose just one payment option-the simplest process is to click all the payment method options and let customers choose how to pay when they receive the invoice. You can also accept ACH bank transfers or gift card payments. If you like, you can add a card on file using Square’s included credit card authorization forms (though processing these card-on-file payments comes with higher fees). You have complete control over the payment options that you want available on your invoice. Similar to discounts, you can add multiple add-on charges from a dropdown and create a new add-on charge type if needed. As with the products/services, you can also enter new ones as you go. Square’s invoice lets you add multiple discounts and charges in a single transaction. Once you have listed all your invoice items, you can add line adjustments. If you make a mistake, the “x” at the end of each row will remove the line item. If the product or service isn’t listed in your library, you can create a new product from the invoice page. You can add multiple products or services and specify the quantity. This section is the same for single and recurring invoices. Finally, click on the box if you want to provide your customer an option to enroll for automatic payments through the invoice. Square will then prompt you to set when invoices are due. If you choose “Never,” the system will continue to send the invoice until you manually cancel the subscription.If you choose “After,” the system will prompt you to specify the number of invoices you are to send for this subscription.If you choose “On date,” the system will ask you for a specific date.The “End date” field displays three different options: The “Repeat every” field lets you indicate the interval between invoices, expressed in the number of weeks, months, or years. Similar to the single invoice option, this setting prompts a pop-up calendar to select the start date. For recurring invoice transactions, use the “recurring” setting.