Set up Delivery for Square Invoices

With Square Invoices, you can set up customer fulfilment details during invoice creation in Square Dashboard, Square Invoices POS app and Square Point of Sale app. You can also manually add tracking information.

Set up Delivery for Invoices in Square Dashboard

You can add delivery to an invoice during invoice creation. Review our Send Square Invoices Online article to learn more about each step of creating an invoice. 

1. Log in to your online Square Dashboard and click Payments > Invoices > Send an invoice.

2. When creating a new invoice, navigate to Line items and select Add service or delivery charge.

3. Fill out the details and click Add. Note: You can add more charges by clicking Add additional service or delivery charge, which appears after creating the first one.

4. Continue filling in the invoice and when you get to More options, toggle on Create order for delivery. Note: The toggle will be disabled if the invoice has already been sent and paid.

5. Tick the box Request delivery address.

Once you’ve finished filling in all details, click Preview, Save as Draft or Send.

Manually Add Tracking Information in Square Dashboard

1. Log in to your online Square Dashboard and click Payments > Invoices > Invoices.

2. From the list, select the invoice to which you want to add tracking information.

3. Under Delivery details, click Add tracking information. Include the tracking number and select the courier company.

Learn more about managing your deliveries from your Square Dashboard.

Set up Delivery for Invoices on Mobile

You can set up delivery details on the Square Invoices POS app or Square POS app.