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#Square invoicing how to#
#Square invoicing download#
#Square invoicing free#

This should be then securely stored in your customer profile.

#Square invoicing download#

For new customers, you need to download a copy of a blank credit card authorization form and ask the customer to sign it before proceeding with the transaction.If you are creating an invoice for an existing customer with their card information available in the dropdown, make sure to check the credit card authorization form you have on file.When adding a payment method, Square Invoices lets you choose credit card data from your file (for existing customers) or add new credit card details for new customers. Similar to discounts, you can add multiple add-on charges from a dropdown and create a new add-on charge type if needed. As with the products/services, you can also enter new ones as you go. Square’s invoice lets you add multiple discounts and charges in a single transaction. Once you have listed all the products, you can proceed with adding line adjustments. If you make a mistake, the “x” at the end of each row will remove the line item. If the product or service is not yet listed in your library, you can create a new product and customize it right on the invoice page. You can add multiple products or services and specify the quantity. This section is the same for both single and recurring invoices. Finally, click on the box if you want to provide your customer an option to enroll for automatic payments through the invoice. Square will then prompt you to set when invoices are due. If you choose “Never,” the system will continue to send the invoice until you manually cancel the subscription.If you choose “After,” the system will prompt you to specify the number of invoices you are to send for this subscription.

If you choose “On date,” the system will ask you for a specific date.

The “End date” field provides you with three different options: The “Repeat every” field lets you indicate the interval between invoices, expressed in number and week, month, or year. This will change the sending details settings to give you an option to specify the start date via a calendar similar to the single invoice option. Set “Recurring” as frequency for recurring invoice transactions. There’s also a “Send an Invoice” button on the upper right hand section of the main dashboard. You’ll find an “Invoice” option if you scroll down the left menu panel, which takes you to the Invoice dashboard. There are two ways to access the “Invoices” tab.

Once you’re logged in, head to your main dashboard page. Click “Sign In” at the top right of the page, enter your username and password, and hit “Sign In.” Step 2: Go to the “Invoices” Page Visit Square Step 1: Log in at įirst, go to and log in to your Square dashboard. The sign-up process takes just a few minutes, requiring no application or approval process.

If you don’t have a Square account, you can create one for free.

#Square invoicing how to#

This article will walk you through how to use Square’s invoicing app, an especially great feature for any business that invoices clients or vendors.

#Square invoicing free#

Sending an invoice is free and allows your customer to pay immediately. Invoicing is one of the many ways to get paid using Square, which has a helpful invoice generator-you just need to fill in the prompted information.