Features

All the tools you need to run your business – from one place.

Get paid faster

Win more work

Save more time

Stand out with customisation

Stay more organised

Build customer relationships

Manage your finances

Get paid faster.

Accept payments 24/7 and let your customers pay in one click with smarter invoicing software.

Accept payments instantly

Send digital invoices via email, text message or by manually sharing a link. Your customers can pay online with a credit or debit card, Apple Pay, Google Pay or Square eGift Card.

Real-time tracking

Stay up to date on whether an online invoice is paid, unpaid or overdue, all in one location. Keep track from anywhere – on your laptop, tablet or phone.

Recurring invoices

Set up recurring billing on a daily, weekly, monthly or yearly schedule so you can charge customers on a recurring basis.

Deposits

Request payment for a portion of your invoice up front as a deposit, and set a separate due date for the remaining balance.

Card on File

Save customer payment cards to your Customer Directory, automate your billing for any invoice and get paid faster.

Automatic payment reminders

Easily set automatic payment reminders before, on or after due dates, or send one-time reminders as needed.

Item library

Create items or services that you can add to your invoice with one click.

Discounts and taxes

Set taxes and discounts that are automatically applied to your invoice when you add items or services.

In-person card payments

Accept card payments in person by connecting Square Hardware to the Square Invoices app.

Record non-digital payments

Record and issue receipts for cash, cheques and other payment types.

Tipping

Accept tips from your customers when you send them a digital invoice.

Itemised receipts

Provide customers with itemised digital (text message or email) or printed receipts after every payment.

Square Invoices app

Send invoices, track payments and set auto-reminders on the go with the free Square Invoices app.

Refunds

Issue refunds for payments directly from your online Square Dashboard or Square Invoices app.

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Win more work.

Make the right impression with new and existing customers as you secure new work.

Estimates

Provide clients with an estimate they can approve from anywhere. Easily convert accepted estimates to invoices with one click.

Contracts with e-signature

Create and customise digital contracts with e-signature capabilities, directly from your Square Dashboard.

Save more time.

Win more work faster, bill for work faster and provide valuable information to your customers faster.

Batch invoicing

Save time during your billing process by emailing the same invoice to multiple customers at once instead of creating individual ones each time.

Multi-package estimate

Offer multiple packages of items and services from a single estimate and spend less time on scoping and pricing projects with your customers.

Milestone-based payment schedules

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.

Auto-convert accepted estimates to invoices

Instantly convert accepted estimates into invoices to easily request payment from your customers.

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Stand out with customisation.

Impress customers with personalised invoices that include important details and on-brand designs that match your business.

Custom layouts

Choose from multiple layout options to best fit your business needs. Update your logo, pick a brand colour and preview it all when you’re done.

Custom Invoice Fields

Create 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 personalised message.

Invoice field names

Customise field names on your invoice so it matches the type of work you do.

Custom contract fields

Add custom fields to contracts, such as checkboxes, text fields or questions, and easily capture important client information.

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Stay more organised.

Keep track of all your projects from start to finish and save important files to better serve your customers and business.

Project dashboard

See where all your projects stand at a glance and monitor your progress in real time. Track what jobs are open and complete to win more work.

Project board

View your full project pipeline at a glance. Organise, customise and monitor the phases of your current and upcoming jobs to easily keep track of all of your jobs in one place.

Project workspace

Keep all your project files such as digital estimates, invoices and notes in an organised workspace for easy access.

Project sharing

Share estimates, contracts and invoices with your customers in one central place. Let customers review a summary of the project along with upcoming due dates and action items they need to complete.

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Build customer relationships.

Deliver a seamless customer experience that keeps them coming back to your business.

All contacts, one location

Square Customer Directory stores and manages key customer details in one place for free.

Instant profiles

Build your Customer Directory by automatically adding customer details such as name, email address and phone number as you create invoices and collect payments. You can also add notes to keep track of your work.

Smart groups

Organise your customers based on their purchasing behaviour, feedback and more. Use these groups to send personalised email and text marketing campaigns.

Customer feedback

Collect and view customer feedback in real time after every payment through digital receipts.

Understand your customers

Dive into your customer data with powerful filtering and segmentation features that help you understand their purchasing habits.

Sync with Square products

Use Customer Directory to send emails, invoices and take payments over the phone

Import your existing customer lists

Upload a CSV file of your customers into your Customer Directory.

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Manage your finances.

Manage cash flow easily and transfer money at the speed of your business.

Next day transfers

Access your money as soon as the next working day, free of charge.

Overview page

See a rundown of everything related to your estimates, invoices and payments from the Overview page, including your overall cash flow, to help you make more informed business decisions.