Customise Square Invoices
You can customise the appearance of your invoices from your online Square Dashboard. Go to Invoices from the navigation bar, then tap Settings > Invoices.
Invoice Customisation with Templates
You can also customise your invoices with invoice templates or set a default template to use when creating a new invoice. Invoice templates automatically fill in your invoice information. With each unique template that you create, you can:
Add an invoice title and message that will be visible to your customer. You can also include an optional sale or service date to your invoices.
Add your terms of service, cancellation policy, return policy or any other personalised message to your customised invoice in the Message field of your invoice.
Pick your default payment settings for your invoices, such as setting your accepted payment methods, using card on file with a Square Invoice and adding a tipping option.
Add your item, select Customise, and go to the Note section. Be sure to hit Save once you select your price point and taxes and add your note.
Choose how you’ll send your invoice to your customers – via email or manually. You can also schedule payment reminders for your customer.
With Invoices Plus, you can add a custom field – such as terms of service, cancellation policy, return policy or any other personalised message – to your invoice and choose its placement within the template.
To create additional templates that are customised to better suit your business needs, an Invoices Plus subscription is required.
Learn more about invoice templates.
Advanced Customisation for Invoices Plus Users
Once you are subscribed to Invoices Plus, you will have access to additional customisation options. You can find these by clicking Customisation, which is located in Settings. Options here include:
Layouts
Select the layout that you’d like to apply to your invoice PDFs when printing or downloading an invoice.
Branding
Select which logo you would like to be displayed on your invoices.
Content options
Customise the language that you use to talk to your customers about the work that you do. For example, tailor field names such as Quantity and Price to help better represent your line of business. These edits will apply to all of your invoices and estimates.
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