![]() Keep track of contracts, estimates, invoices, or recurring invoices in one workspace - all from your online Square Dashboard. Save time and organise all of your digital files related to your project. Package total must be between $1.00 and $50,000.00. Note: Multi-package estimates have a two package minimum and a nine-package maximum. Fill out an optional title and description and click Next.įill out communication options and preview the estimate. Click Next.Įnter the payment details and line items for the estimate. Go to the Square Invoices Overview page and click Estimates.įill out the customer information and estimate details. To create a multi-package estimate from your online Square Dashboard: You can offer multiple packages of items and services from a single estimate. ![]() You can create up to 12 milestone payments for your customer. Note: To customize a payment due date or reminder schedule, click the payment due date or reminder schedule on each payment. Toggle on Request initial deposit, if needed, and Split balance into milestones.Įnter the amount or percentages you have scheduled, select due date and click Save.įill out the rest of the invoice details and click Send. Select a customer from your Customer Directory, or enter a new name and email address or phone number.Īdd line items, and optionally apply modifiers, notes, and taxes by clicking Customize. Go to the Square Invoices Overview page and click Create Invoice. To create a progress invoice with a milestone-based payment schedule: Schedule multiple payments for any job or project by setting up a payment schedule based on specific milestones or phases of the job - all from one invoice. Go to the Square Invoices Overview page in your Dashboard.įill out the invoice details and click Save template. To create an invoice template from your online Square Dashboard: You can set a default template that will always show up as your first choice when creating an invoice and rearrange the order of the rest of your templates. Build templates with pre-selected items, services, payment settings or notes that you can reuse for similar jobs or sales. Save and reuse existing invoice templates, so you don’t need to start from scratch each time. text field, checkbox) will also unlock the ability for creating more than a contract (e.g. Introducing customization around how you collect this information (e.g. In addition, create custom fields for contracts to optimize your workflow and ensure the highest level of accuracy for the terms agreed to by your customer. Learn how to create custom invoice fields. Custom fields for invoices and contractsĬreate and select the placement of custom invoice fields to provide additional details to your customers, including your terms of service, cancellation policy, return policy or any other personalized message. The auto-convert option is not currently available on Android devices. Note: This feature is only available through Square Dashboard and on iOS devices. On the Communication screen, toggle on Automatically convert estimate to invoice when customer accepts.Ĭhoose ‘ Send invoice or create share link once accepted’ or ‘ Save invoice as draft once accepted.’ To automatically convert estimates to invoices when a customer accepts:Ĭomplete the steps above to create an estimate. Instantly convert accepted estimates into invoices to easily request payment from your customers. ![]() Key Invoices Plus Features Auto-convert accepted estimates to invoices However, you won’t be able to create any new invoices using these features. If you choose not to subscribe when your free trial ends, you can still edit any multi-package estimates, invoice templates, milestone-based payment schedules, project folders, or custom fields you created in the past year. Get started with a 30-day free trial of Invoices Plus today!
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |