In the Communications section of the estimate creation flow, you’ll see an Automatically convert option If you choose to have estimates automatically converted to invoices, the invoice title and description will remain the same as the estimate, and the buyer will be able to complete payment upon acceptance.Ĭreate an Estimate. With Square Invoices Plus, you can opt to have your estimate auto-convert to an invoice once your customer accepts your estimate or save the invoice as a draft to send at a later date. Automatically Convert Estimates to Invoices Paid invoices will appear within your in-app Transactions and your online Square Dashboard under Transactions. Your customers can pay Square Invoices using any supported payment card, Apple Pay, or Google Pay. Note: Invoice defaults can be viewed and edited on your online Square Dashboard or in the Square Invoices app (iOS devices only.) Once all of your invoice details are filled out, tap Send invoice. Tap Continue to choose your communication method and add in Payment reminders. However, contracts can only be edited from your online Square Dashboard at this time.
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Note that contracts can be added to invoices from both iOS and Android devices. If needed, add Square Contracts to your invoice. If you want to add an attachment, choose to add in a photo from your mobile device, take a photo, or attach a PDF. Indicate which Payment method you will accept for the invoice.Īdd in invoice Details, such as invoice title, invoice ID, and a custom message > tap Save. Under Payment schedule, choose a payment schedule, opt to request a deposit, or split the invoice payment into multiple milestones.Ĭhoose to make the invoice Recurring or One-time, and select when the invoice is Due and when to Send the invoice. Add in an optional Sale or service date if needed.
Alternatively, you can set up variable service charges, which allow you to specify the exact amount or percentage at the time of cart building. Note: Default service charges can be created from the Account & Settings tab of your online Square Dashboard. Tap Add another item to apply a service charge to the invoice. Select any Line items to add to the invoice. Tap Add Customer > create a new customer or add one from your directory. Include additional recipients and request a shipping address if you need to. Tap More from the navigation bar at the bottom of your screen and select Invoices from the navigation menu > Create Invoice. Note: If you have employees, they will need to have the Manage and Create Invoices permission enabled to send invoices from the Square POS app. Also, make sure to follow our best practices guide for invoices.
Invoices paid using Card on File cost 3.5% + $0.15 cents.īefore getting started, make sure the Square app is up to date to use this feature. If your customer pays with a physical or electronic gift card, the fees will be applied when the gift card is sold, but not when used as payment for the invoice.
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Request payment for goods or services, set up recurring payments, search for your customers by name, take a partial payment or full payment in person, attach contracts, and even send reminders when an invoice is past due – all from your mobile device or tablet.Ī flat 2.9% + $0.30 cent processing fee is applied if the invoice is paid using a credit or debit card, Apple Pay, or Google Pay – and you can send unlimited invoices. Square Invoices are available right from the Square POS app you can view and manage invoices anytime, from anywhere. Create Invoices from the Square POS App Automatically Convert Estimates to Invoices Add Attachments to Invoices Accept payments for Invoices from the Square POS App Edit, Resend, or Cancel Invoices from the Square POS App Share an Invoice with your Mobile Device Add Automatic Reminders to Invoices Send a Reminder for an Invoice from the Square POS App Duplicate an Invoice from the Square POS App