Set up shipping with Square Invoices
About shipping with Square Invoices
Shipping with Square Invoices allows you to streamline your shipping process and manage it efficiently. You can add shipping to an invoice during invoice creation, then the order will be added to Square Shipping Manager once the customer pays the invoice.
Before you start
Subscribe to Square Invoices or start a free 30-day trial. Once you’ve subscribed, you can set up shipping details on the Square Invoices POS app, as well as the Square Dashboard or Square POS app.
Update the Square apps to the latest version for the best experience.
Set up shipping for invoices
You can add shipping to an invoice during invoice creation. Learn how to send invoices from the Square Invoices app and send invoices from the Square Point of Sale app.
- Sign in to Square Dashboard and go to Orders & payments (or Invoices & Payments or Payments) > Invoices.
- Click Send an invoice
- Fill out the invoice details.
- Click Shipping under the Settings at a glance tab, then toggle Create order for shipping ON. The toggle will be disabled if the invoice has already been sent and paid.
- Tick the box Request delivery address.
Once you finish filling out all invoice details, click Preview, Save as Draft or Send.
From the Square POS app with services mode enabled or from the Square Invoices app:
- From the Square Invoices POS app, tap Home or Invoices.
- Tap (+) > Send invoice.
- Fill out the invoice details.
- Navigate to Details, and toggle Create order for shipping on. The toggle will be disabled if the invoice has already been sent.
- Check the box Request a delivery address.
- Review the invoice, then tap Send invoice or tap (•••) > Save as Draft to send at a later time.
From the Square Point of Sale app with standard mode enabled:
- From the Square POS app, tap ≡ More > Invoices > (+).
- Fill out the invoice details.
- Navigate to Details, and toggle Create order for shipping on. The toggle will be disabled if the invoice has already been sent.
- Check the box Request a delivery address.
- Review the invoice, then tap Send invoice or tap (•••) > Save as Draft to send at a later time.
Create shipping labels for invoices
Sign in to Square Dashboard and go to Orders & payments (or Invoices & Payments or Payments) > Invoices.
Select the invoice for which you want to create a shipping label.
Under Shipping details, click Create shipping label. This will take you to Shipment Manager – a centralised hub where you can manage all your shipments.
Fill out the shipping details for the invoice in question.
You can add tracking information by selecting Add tracking information. Include the tracking number and select the courier company. Note: The tracking number can be edited later, if needed.
Click Create label.
You will be brought to an overview page for Shippo, our shipping partner. Click Connect account.
Once you create your shipping label, you can print it by clicking Print label.
You can also print packing slips within Shipping Manager. Learn more about Manage order shipments.