Create and send invoices

Sellers with the invoices permission to view, edit, create, and delete invoices and estimates. Set permissions in Square Dashboard.

About Square Invoices

With Square Invoices, you can request payments for goods or services by sending an unlimited number of digital invoices, estimates, or recurring invoices.

Before you begin

• Invoices can be created, sent, and managed from your Square Dashboard, Square Invoices app, or the Square Point of Sale app using a supported mobile device.
• If you subscribe to Square Invoices Plus, you can send batch invoices, access multiple-package estimates, automatically convert accepted estimates to invoices, and create custom fields and content templates.
• You can only batch create invoices from your Square Dashboard.

Create and send an invoice

Step 1: Invoice details

First, add information about your customer, invoice frequency, and payment options. Scheduled recurring invoices will be automatically sent to your customer at 10 a.m. (in your time zone) on the date you’ve selected.

1. Sign in to your Square Dashboard and click Payments >Invoices >Invoices.
2. You can create single, batch, or recurring invoices in two ways:
   • From the Overview page, click Send an invoice.
   • From the Invoices page, click Create invoice.
3. Add a new or existing customer to the sale. You can enter up to nine recipients.
4. Enter detailed invoice details.
5. Optional: Add a message to the customer.
6. Select the invoice frequency—one-time or recurring.
   • For One-time, enter the due date and optional service date.
   • For Recurring, enter the recurring schedule to include the start date, each invoice due date, recurring frequency, repeating number, or end date.
   • For recurring, you can also Allow automatic payments with card on file.
7. Move on to Step 2: Line items below.

1. From your compatible device, tap (+) then Send invoice from the Home screen or tap Invoices from the navigation panel, then tap (+).
2. Select an existing template, if applicable.
3. Add a new or existing customer to the sale, and any additional recipients if applicable.
4. Move on to Step 2: Line items below.

1. From your compatible device, tap ≡ More >Invoices >(+).
2. Add a new or existing customer to the sale, and any additional recipients if applicable.
3. Move on to Step 2: Line items below.

Existing invoice templates are not available with Square Point of Sale. Use the Square Dashboard or Square Invoices apps to access your custom templates.

Step 2: Line items

Add items or a custom amount to your invoice. To show item descriptions on your invoices, enable this from Receipt settings in your Square Dashboard.

1. Enter a custom amount, select an existing item, create a new item by typing in the item field, or use a connected barcode scanner to scan an item. Learn how to connect a barcode scanner to your point of sale.
2. When adding items, add an optional note if you have anything you’d like your customer to know about this item. The note will appear on this invoice.
3. Add any optional discounts (by item or invoice), taxes (included in total), shipping fees, or service charges.
4. Manage invoice deposits and payment schedules.
   • With Square Invoices Free or Plus, you can request a deposit based on a percentage or amount.
   • Square Invoices Plus subscribers can also split balance into payment milestones based on percentage or amount.
5. If you don’t require a payment schedule or already added one, move to Step 3: Payment options below.

1. Enter a custom amount or select an existing item.
2. Apply any discounts, if applicable.
3. Tap Make this invoice recurring to select the invoice frequency—One-time or Recurring.
   • For One-time, enter the due date, send date, and service date (optional).
   • For Recurring, enter the recurring frequency or end date (Never, On a Set Date, or After number of invoices), or service date (optional).
   • Tap the back arrow to return to the invoice. From here, you can change the invoice due date, start date, and optional service date.
   • For recurring, you can also toggle on Allow automatic payments.
4. Move to Step 3: Payment options below.

A service charge for fees will be added to the original invoice amount, and can be used as shipping or handling expenses. You can create a new service charge while creating your invoice or select an existing service charge to apply. Default service charges can be created from Account & Settings on your Square Dashboard. Alternatively, you can set up a variable service charge, which enables you to specify the exact amount or percentage at the time of cart building.

Step 3: Payment options

Decide how your customers can pay and whether to accept tips. Paid invoices will appear in your Transactions history.

Payment schedules give you more control over how your customers pay. You can schedule the initial deposit and split the remaining balance into multiple payments. Learn how to manage invoice deposits and payment schedules.