Sections
Quick Summary
TLDR: Square allows users to easily create and send professional invoices, customize and schedule them, and track payments, ultimately enabling faster and more efficient payment processing.
1. Send professional invoices from anywhere with Square, allowing customers to pay online for faster payments.
2. Customize and schedule invoices, add items from your library, and set up automatic reminders for payment.
3. Preview and customize your invoice easily without having to chase down payments.
4. Send invoices with Square, customers receive invoice via email, pay online, both parties get confirmation, easily track invoice status.
Full Summary
Whether you’re in your office or out in the field you can send professional-looking.
Invoices from anywhere with square square makes it easy for you to send and easy for your customers to play no more printing out invoices waiting for checks to arrive then depositing them at the bank.
With square invoices. You can send an invoice to your customers email address and they pay online directly to your account which means less work for you and faster payments.
From them you can send invoices from the square invoices app the square point-of-sale app or from your computer using Square dashboard.
Simply select invoices from the navigation panel then create invoice add your customers name and email address if you already have customers stored in squares customer directory you can simply choose from your existing list of customers.
Custom Invoices
Add a customized message like this specify when you’d like the invoice to be delivered to your customer and set a due date for the payment.
Next add items by selecting for your item library and adjust the quantity if needed to schedule. Automatic reminders just check the box by reminders.
Getting Paid
This way you don’t have to do the work of chasing down. The payment now preview the invoice to see how it’ll show up for your customer want to make a change.
No problem simply navigate back to the invoice to make updates. You can also customize the look by changing the color and logo at any time in account and settings.
Sending The Invoice
Once you’re all set just click send once you’ve sent the invoice your customer will receive the invoice directly in their email and they can pay online with any supported credit or debit card after they’ve successfully entered their payment information.
Both you and your customer will receive a confirmation email that the invoice has been paid. You can easily track the status of your invoices to see when they were viewed and paid and that’s it with square.
You can check invoices off your list in a matter of minutes learn more at Square.com.