How can you use Square invoicing to stay organized and on top of your finances?

1 What is Square invoicing?

Square invoicing is a feature of Square, a payment processing platform that allows you to accept credit cards, debit cards, and mobile payments from your customers. With Square invoicing, you can create and send professional invoices from your computer or mobile device, and get paid faster and easier. You can also track the status of your invoices, send reminders, and issue refunds from your Square dashboard. Square invoicing is free to use, except for a 2.9% + $0.30 fee per invoice paid online.

2 How to create and send invoices with Square?

To create and send invoices with Square, you need to sign up for a free account and link your bank account. After logging in to your Square dashboard, click Invoices and then Create Invoice. Enter the customer's name, email, amount, due date, and description of the service or product. You can also add attachments, taxes, discounts, tips, and custom fields to your invoice. Preview the invoice to make sure everything is correct before sending or scheduling it. Your customer will receive an email with a link to view and pay your invoice online using any major credit card or debit card, or with Apple Pay or Google Pay if they use a mobile device.

3 How to track and manage invoices with Square?

Once you send your invoice, you can track and manage it from your Square dashboard. You can check the status of your invoice, such as whether it is paid, unpaid, overdue, or refunded, as well as the payment history, payment method, and fees deducted. Additionally, you can send reminders to customers who have not paid by the due date, resend or edit your invoice if necessary, cancel or delete it if you want to void it, issue refunds if requested or disputed, and export your invoice data to a CSV file or integrate it with other accounting software.

4 How to customize and brand your invoices with Square?

Using Square invoicing offers various benefits, such as customizing and branding your invoices to suit your business style and identity. You can select from different invoice templates and colors, add your logo, business name, and contact information, create custom messages and terms, set up recurring invoices for regular customers or subscriptions, and enable online booking and appointment reminders for your services. All of these features will help you create a more professional and consistent image for your business that will impress your customers.

5 How to use Square invoicing reports and insights?

Square invoicing offers the benefit of providing reports and insights to analyze and improve your invoicing performance and cash flow. These can be accessed from your Square dashboard or the Square app on your mobile device. You can gain an understanding of the total amount of invoices sent, paid, unpaid, and overdue, as well as the average time it takes for customers to pay your invoices. Additionally, you can view payment methods and fees for your invoices, invoice trends and patterns over time and by customer, as well as invoice feedback and ratings from customers. By using these reports and insights, you can identify any issues or opportunities related to your invoicing process and customer satisfaction.

6 How to get help and support for Square invoicing?

If you have any issues with Square invoicing, you can get help and support from various sources. The Square invoicing help center provides answers to frequently asked questions, guides, and tutorials. You can also contact the Square customer support team via chat, call, or email. Additionally, you can join the Square seller community to interact with other users, share tips and advice, and get feedback. Square invoicing is designed to be user-friendly, but if you ever need assistance, there are plenty of helpful resources available.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?