Create Your Square Invoice Template for Management Effortlessly

Square invoice template for Management

how to use Square invoice hello and welcome to our Channel web WIS in this tutorial I'm going to show you how to use Square invoice so please watch till the end to properly understand editorial so the first thing that you need to do is to open your browser and kindly go the squareup.com and you will be directed on this platform and if you don't know a square invoice it is an online invoicing platform provided by square which is a financial services and Payment Processing Company Square invoice is designed to help businesses create and send professional invoices to their clients or customers and of course facilitate the payment process and with a square invoice businesses can easily generate customizable invoices with details such as item descriptions quantities prices and taxes and you can access this platform for free for 30 days or you can upgrade your account to Plus account that they offer which is amounting to twenty dollars per month and as you can see on each plan you will see the description about this plan while including below is the benefits or features that they offer including unlimited invoicing estimates and contracts unlimited users and unlimited customers that you can access from anywhere and you can send via Link email or even by SMS while on the plus plan account you will get the benefits that you can offer option with multi-package estimates Auto convert accepted estimates to invoices and many more and if you have other concern and question you can proceed and frequently Asked question in which it will show you the question with the corresponding answers below and now that we know the background information about this platform we can now start creating our account and to do that just click the get started button which is located on the top right corner and after successfully creating an account you can now proceed by logging in your account in square invoice and after that you will be directed on this dashboard in which from here you can navigate different kind of options which is located on the left side panel and to reveal those options kindly click the three lines on the top left corner English from here it will show you the option of Home online items orders transactions and customers and below that you can also navigate other options including online item and orders reporting customers banking payments stuff roll and POS systems and to proceed to invoices just click the payments options and upon clicking on it it will show you other options including online checkout invoices gift cards virtual terminal and many more and in those options kindly proceed by clicking the invoices in which from here it will show you the data including your activity or task your paid invoices your estimate or pending approval your outstanding balance and estimates that got accepted well under the task or activity it will show you the activity in your feed after sending a few invoices and to view the details about your outstanding paid pending approval or accepted just proceed by clicking the blue button that says View and you will be directed on this page in which you will see here the list of your invoices that you send now going back here you can also see the search bar in which you can search for specific invoices estimates and recurring Services while on the top right corner you can send an invoice send a destiny rate or even send a contract and aside from these details under the overview we can also navigate the projects on the left side panel options in which from here it will show you the list of your project such as the files including digital estimates contracts invoices notes and payments in this project but you can access this feature if you have invoices Plus account which is amounting to twenty dollars per month and you can pay via credit card and by simply entering your card details below well for the other option is the invoices in which one here you can create your first invoice by clicking the button that says create invoice and from here in order to create an invoice you need to fill out all of the required information including the customer name email or poll number well below invoice details you also need to enter invoice title an invoice message the service date the frequency the due date or whether to send this invoice immediately or send it in 7 Days 14 days or even at the end of the month and below that under the line items you are required to add item that has been purchased with a quantity prices and the total amount including the tax that will be paid by the customer in addition under the payment options you need to enter or select your payment method such as credit or debit card bank transfer or even via gift card you can also allow customer to add the tip by checking these boxes and aside from that under the communication you can contact the customer via email text messages or manually and below that you can also customize the reminders date such as 7 days before due date on due date or one day and three days after due date well below that under the more options you can also customize the shipping address attach a square contract add attachment or you can even add a custom builds if Hub Plus account and after filling out all of the details of your invoice you can now click the free view in order to see what it looks like when the customer received it and after that you can push it by clicking the send button which is located on the top right corner and that is how simply to create an invoice now going back to this page we can also navigate the recurring Series in each from here it will show you the list of your regular customers but if you want to create a recurring series just click this blue button and you will be directed in here and from here in order to create a recurring series the same process in making or creating invoices which is to fill out all of the required information including invoice title messages service date and frequency while below under a curing schedule you can customize when to start and when to end the recurring series you can also customize the invoice to date such as Supply receipt in 7 Days in 14 days and even 30 days and you can allow automatic payments by checking this box while under the line item you'll need to enter or add the items including the quantity and prices and after filling out all of the required information in creating or recurring series you can now proceed by clicking the free view and send button in order to send to your customers now for the other option which is estimates you can click the blue button in order to create estimate in which the same process which is to fill out all of the required information below in order to create estimates and reports invoices while below under the setting option you can also customize the templates of your invoice in which one here you can select the layouts that you prefer and if you have a Plus account you can make a customization layout and available layouts here is the original modern or even classic layout and from here you can also navigate the invoice management and the invoice plus management in which it will show you the difference benefits that offer by this management plan so basically using this platform once an invoice is created it can be sent to the recipient via email or shareable Link in which they can view the invoice make payments online and choose various payment methods such as credit cards debit cards or even bank transfer so that is just how to use Square invoice thank you