Square Invoices Questions & Answers

To process recurring payments using Square Recurring Invoices, follow the steps given below:

• Open Square Invoice
• Navigate to the Invoices section
• Hit ‘Create Invoice’
• Input the required details
• Enable the ‘Make this a Recurring Payment’ option
• Determine the time and frequency
• Save your recurring invoice settings
• Share it with your customer

To issue a refund for a Square Invoice, follow the steps given below:

• Open your Square Invoice account
• Navigate to the Transactions section
• Find the transaction for the invoice you wish to refund
• Hit Issue Refund
• Select the amount to refund and give a reason if required
• Confirm the refund request

To create a discount on Square Invoices, follow the steps given below:

• Open your Square Invoice account
• Start by creating a new invoice or editing an existing one
• Navigate to the ‘Discount’ section
• Input a discount name and either a percentage or fixed amount
• The discount will be applied to the invoice total or selected items.

Square Invoices does not support direct imports from Google Docs. However, you can manually copy the information from your Google Doc and paste it into the respective fields (such as customer details, item descriptions) when creating a new invoice in Square.

To delete an invoice in Square Invoices, follow the steps given below:

Open your Square Invoice account

• Navigate to Invoices
• Choose the invoice you wish to delete
• Click on the ‘ellipsis’ icon (...)
• Hit Delete

Note: Invoices that are already sent or paid cannot be deleted but can be canceled or voided.

To see and filter stock in Square Invoices, follow the steps given below:

• Open your Square invoice account
• Navigate to the 'Items' section
• Utilize the filters to view stock levels by category, low stock, or out-of-stock items.

When invoices are created in Square Invoices, stock levels are automatically updated in the 'Items' column, which is where inventory counting is done.

You must set up an interface between Square and Xero using a third-party service like Amaka to sync invoices that remain between the two systems. To do this follow the steps given below:

• Navigate to the ‘Square + Xero’ dashboard
• Sign in to your Square account
• Hit ‘Allow’ to allow all required permissions
• Click the ‘Connect new account’ option to authenticate your Xero account
• Select the Xero organization that you wish to connect to
• Press on the ‘Allow access’ button
• Press on ‘Save + Continue’ and accept Amaka’s terms and conditions.

Note: The Square + Xero integration is only available in Australia, United Kingdom, Ireland, Canada and United States.

To set up a payments schedule with Square Invoices, follow the steps given below:

• Open your Square Invoices account
• Navigate to the 'Invoices' section
• Create a new invoice
• Set up a payment schedule by splitting the invoice total into installments.