Square

Square invoicing has many useful features that make it easier to create and send invoices to clients.  You can track the status of your invoice in real time to know if it’s been sent successfully, whether the client has opened it, and when they’ve made a payment. You can customize the invoices with your brand colors and logo to create a consistent experience, collect payments online for convenience, and send automatic reminders so you can focus on your core business. Finally, you can use Square Invoices anywhere through the mobile app or the online application.

Real-Time Invoice Tracking

Square gives you full visibility into every invoice you send. You can track when it’s delivered, when your customer opens it, and when it’s paid, all from your dashboard. This helps reduce guesswork and keeps you in control of your cash flow.

Custom Branding and Flexible Payments

Invoices can be personalized with your logo and brand colors. On the payment side, Square accepts major credit cards, Apple Pay, Google Pay, ACH transfers, Cash App Pay, and Afterpay. You can also let customers add tips, pay partial balances, or split payments as needed.

Mobile Access

Whether you’re on your phone or computer, Square lets you manage everything from the app or web. You can send invoices, check statuses, and get paid without needing to be in front of a desktop.

Financing Through Square Installments

With Square Installments, eligible customers can split their payments over time, but you get the full amount upfront. This is handled through Square Capital, so you take on no risk—and your customers get more flexibility.

Custom Estimates and Contracts

You can send itemized estimates that clients can approve with a click. Once accepted, you can convert them into invoices instantly. Attach contracts using editable templates or build your own, then collect e-signatures right from the invoice screen.

Recurring Billing and Automation

If you bill the same clients regularly, Square can automate the entire process. Store card details securely, set up recurring invoices, and schedule automatic reminders. You can even send deposit requests or create milestone-based payment plans for longer projects.

With Square Invoices, you don’t need a third-party payment processor, everything runs through Square’s built-in system. That means no setup headaches or extra fees, but it also means Square doesn’t support outside payment gateways.

What it does support is a wide range of business software integrations. You can connect tools like Acuity Scheduling to handle client bookings, TSheets for time tracking, and JotForm to collect form data or payments. On the marketing side, Square integrates with Mailchimp for email newsletters, IFTTT for automating routine tasks, and ActiveCampaign to manage customer relationships and drip campaigns.

Square Invoices is built for simplicity. Thanks to a clean interface and a short onboarding tour, most users can learn the platform in just a few minutes. The setup process walks you through adding your logo, brand colors, refund policy, and other key business info. There’s even an option to send yourself a test invoice so you can preview everything before going live.

The main dashboard highlights important data like total sales, top-selling items, payment methods, and recent customer feedback. One small drawback: it’s not immediately obvious how to send your first invoice. While it doesn’t take long to figure out, the lack of a prominent “Create Invoice” button can be confusing the first time around.