Square Invoices

Customer Portal

Square Invoices provides a secure Customer Portal that allows clients to independently manage their billing interactions. Through this portal, customers can view and download invoices, make payments, review past transactions, and manage saved payment methods. This self-service tool enhances the client experience by offering convenience and transparency, while also reducing the administrative workload for businesses by minimizing the need for manual follow-up and invoice reissuance.

Customizable Invoices

With Square Invoices, businesses can create Customizable Invoices that reflect their brand and meet specific client requirements. Users can add company logos, adjust fonts and color schemes, and include personalized notes or payment terms to suit different billing scenarios. This level of customization not only enhances the professional appearance of each invoice but also ensures that the information presented is clear, relevant, and aligned with each client’s preferences and expectations.

Invoice History

The Invoice History feature in Square Invoices offers a complete, time-stamped record of every invoice sent, paid, or pending, along with detailed transaction activity. Businesses can track when invoices were viewed, partially paid, or disputed, which helps in identifying payment patterns and client behaviors. This historical insight is crucial for auditing, financial forecasting, and resolving disputes efficiently, ensuring a transparent and accountable billing process.

Mobile Payments

Square Invoices supports Mobile Payments, enabling customers to complete payments from their smartphones or tablets quickly and securely. By leveraging mobile-friendly invoice links and integration with mobile wallets, this feature makes it easier for clients to pay on the go. It significantly reduces payment friction, shortens collection cycles, and increases the likelihood of timely payments by aligning with the mobile usage habits of modern customers.

Online Invoicing

Online Invoicing in Square allows businesses to generate, send, and manage digital invoices entirely through an internet-connected platform. Users can send invoices via email or shareable links and track their status in real time. This digital-first approach reduces manual paperwork, improves delivery speed, and enhances billing accuracy, while providing clients with a more convenient and professional way to receive and respond to invoice requests.

Online Payments

Square Invoices integrates Online Payments seamlessly, enabling customers to pay directly through the invoice using various methods like credit cards, debit cards, and digital wallets. Payments are processed securely and typically settle quickly, helping businesses improve cash flow and reduce delays. This feature eliminates the need for external payment platforms, streamlines the payment experience for clients, and updates invoice statuses automatically for better financial tracking.

Payment Processing

Payment Processing through Square Invoices handles the complete transaction journey from payment initiation to settlement. Once an invoice is sent, customers can pay using integrated, PCI-compliant methods, and Square takes care of the secure processing. Funds are deposited into the business’s bank account within the expected time frame, and transaction details are recorded automatically, reducing the need for manual reconciliation and ensuring smooth, reliable cash flow operations.

Payment Reminders

Square Invoices offers automated Payment Reminders that help businesses follow up on unpaid invoices without the need for manual outreach. These reminders can be customized in tone and timing, ensuring that businesses maintain professionalism while encouraging timely payments. This feature plays a critical role in improving collection rates, maintaining steady cash flow, and reducing the administrative burden typically associated with chasing overdue accounts.

Project Billing

The Project Billing feature in Square Invoices allows businesses to manage and invoice clients for ongoing work tied to specific projects. Users can create invoices that detail time spent, services delivered, milestones completed, or materials used for a given project. This makes it easier to track progress and ensure clients are billed accurately based on scope and completion, promoting transparency and trust throughout the project lifecycle.

Quotes (Estimates)

Square Invoices includes a robust Quotes (Estimates) feature that lets businesses create and send professional, itemized cost proposals to prospective clients. These estimates include detailed descriptions, pricing, taxes, and terms, offering clarity on expected charges. Once approved by the client, the quote can be converted into an invoice with a single click, making it easier to move from negotiation to billing and ensuring a smooth sales workflow.

Recurring (Subscription Billing)

With Square Invoices’ Recurring Billing functionality, businesses can set up automated invoice generation for services that are billed on a regular schedule—such as weekly, monthly, or annually. This is ideal for subscription-based businesses or those with retainer agreements. Recurring billing ensures clients are invoiced consistently, eliminates the need for manual entries, and supports stable revenue through timely, automated billing cycles.