Accept Payments Online | Square Support Center (2024)

1. Go to Invoices > click Send an invoice.
2. Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to nine recipients.
3. Add an optional Invoice title and edit the Invoice ID to match your records.
4. Add an optional message. You can also include an optional Service date to your invoice.
5. Select the Frequency for this invoice. It can be sent as a One-time or Recurring invoice. If you’re creating a recurring invoice series, select start and end dates, along with frequency and due dates.
6. Choose to Send immediately or at a later date and the Due date upon receipt or at a later date.

1. Add a new or existing item from your Item Library. You may find existing items by search or barcode scanning. Learn more about connecting a barcode scanner.
2. If applicable, click Add discount to discount the total invoice by percentage or dollar amount. Click Add.
3. If applicable, click Add service charge to apply a service charge for fees that will be added to the original invoice amount, such 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 the Account & Settings tab of your online 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.
4. If applicable, click Add payment schedule if you would like to split the total balance into milestones. You can request a percentage or dollar amount deposit. Note: This is an Invoices Plus feature.

Payment schedule pro tip: Request a portion of your invoice upfront, and set a separate due date for the remaining balance.

1. Select the payment method:
   • Credit or debit card
   • Apple Pay or Google Pay
   • Cash App Pay
   • ACH bank transfer
   • Afterpay
   • Square gift card
2. If applicable, under Tipping, tick Allow customer to add a tip to give your customer the option in their invoice.
3. If applicable, under Store payment method, tick Allow your customer to save a card on file. If selected, customers will have the option to save their payment card when paying the invoice. If they do, you will have the option to charge future invoices to the saved card instead of sending the invoice for payment.

1. Choose to share the invoice via email, text message or manually. Note: If you select Manually, the invoice and any attached files will not be emailed to your customer, but can be shared via a link once it is created.
2. If applicable, enter an email address to add additional recipient(s).
3. Choose the frequency of invoice payment reminders.

1. If applicable, tick Request delivery address to request a shipping address for the invoice goods or services.
2. Add an optional Square Contract to establish clear service agreements with your customers.
3. If applicable, upload an attachment. Note: Attach up to 10 files totalling 25 MB. Supported file types: JPG, PNG, GIF, TIFF, BMP, and PDF. Do not attach sensitive personal information or illegal content. Square may use the content you upload to fight chargebacks on your behalf.
4. If applicable, Add a custom field to enter data that will be displayed on the invoice presented to your customer. Note: This is an Invoices Plus feature.