You can also duplicate or delete the package. Fill out an optional title and description. Click Next.Įnter the payment details and line items for the estimate. Go to the Square Online Overview page and click Estimates.įill out the customer information and estimate details. This allows you to spend less time sending multiple estimates for the same job and more time closing a sale.
MY INVOICES AND ESTIMATES DELUXE EXPORT OPTION 6 PLUS
Square Invoices Plus allows you to send an estimate with multiple packages that include groupings of items or services at accompanying prices, allowing a customer to choose which package they prefer to purchase. To access your estimates, use the Invoices app or your online Square Dashboard. Note: Sending an estimate is not yet available on the Square Point of Sale app.
Toggle on Automatically convert to an invoice when a customer accepts to automate the estimate to an invoice. Confirm the communication method, send date, and expiry date. Note: Multiple packages is an Invoices Plus feature. Add up to nine packages to give options for your clients to choose from. Add the date of service (if applicable) and due date. Note: Milestones is an Invoices Plus feature. Add a payment schedule to request an initial deposit or split balance into milestones. Add line items or discounts (if applicable). Add an optional estimate title or custom edtimate ID. Create a new customer or add an existing customer from your Customer Directory. From the Square Invoices app, tap + > Estimate. CSV file of your invoice estimates, click Export from the Estimates tab. Click Save as Draft to continue drafting or click Send once you’ve finalised the estimate. You can also select a send date and expiry date. Choose to share the estimate via email or manually. If applicable, add up to nine packages. Note: Milestone payment is an Invoices Plus feature. Click Add Discount to add any applicable discounts to the entire invoice. Add items, then apply modifiers, notes, or taxes. Select the due date and date of service (if applicable). 
Square may use content you upload to fight chargebacks on your behalf. Do not attach sensitive personal information or illegal content. Supported file types: JPG, PNG, GIF, TIFF, BMP, and PDF. Note: Attach up to 10 files totalling 25 MB.
Add an optional estimate title or edit the Invoice ID to match your records. You can enter up to nine additional recipients. 
Select a customer from your Customer Directory or enter a new name and email address or phone number.Go to Invoices in your online Square Dashboard.
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