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Advanced Invoicing: Set Up Recurring Payments and Scheduled Invoices

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Learn all about the different ways you can send invoices with Square at https://squareup.com/invoices. Square lets you send recurring payments for customers who pay in installments. You can even keep their card on file for subscriptions and charge their card automatically. You can also set a date in the future for an invoice to go out, share invoices with multiple recipients, and send reminders if a previous invoice has not yet been paid. Square is constantly improving our tools to help you do better business and get paid faster. Transcription: You’ve got the basics on sending invoices, but there’s more you can do to help get paid faster and keep great relationships with your clients. Set Up Recurring Payments You can now set up a regular, recurring payment schedule with your clients in just a few steps. From your Invoices page in your Square Dashboard, click on the Recurring tab, then Create Recurring Series. Enter a new name and email address, or select a customer from your directory. If your client has already saved their payment details, you can select one of their cards to be automatically charged on a regular billing cycle. If you don’t have their payment card on file, select “Send Invoice by Email.” Next, select the start date, recurrence frequency, and end date of your recurring invoice series Fill out the remainder of your invoice and click Schedule. That’s it! Schedule Invoices for a Future Date If you’d like to schedule a single invoice to be sent at a future date, create a new invoice and then: In the Payment drop-down menu, select “Send Invoice by Email,” choose a date the invoice will be sent, and select a payment due date. Fill out the remainder of your invoice and click schedule. That’s it! You’ll receive a notification email once the invoice is paid, and funds will be automatically deposited per your set deposit schedule. Save Card on File You can also save a card on file for your customers to get paid even faster. There are two ways to save a customer’s payment card: Your first option is to allow your client to save their own payment details by creating a new invoice and making sure that the “Allow Customer to Save their Card” option is checked. When your client pays their invoice, they will have the option to save their payment details securely on Square so that you can streamline future purchases. Or you can save their card details on their Customer Directory profile by clicking on Customers in the navigation pane. From here you can either create a new customer or select a current customer. Next click the three dots on the right-hand side of the screen and select Add Card from the drop-down menu From here you will enter the card details and your customer’s email address. With this method, you must have written authorization from your customer to save their payment card. Use the provided template form by clicking Download Form, send it to your customer for their authorization, and save that acknowledgement in a secure place. Sharing Invoices If you need to share an invoice with multiple people, we can help with that, too. Simply click Add Additional Recipients and input up to nine new email addresses. If you would prefer to send a more personalized invoice via email or text message to your client, simply create an invoice and in the payment delivery drop-down menu, select Share Invoice Manually. Add your item and click Create. Next you will click on the Share Link button and copy the URL to your clipboard. This URL can be shared via email, text message, or any social media channel. Invoices can be manually shared at any time. Even if the original invoice was sent automatically via email. From the Invoices page click on an existing invoice. Click More and select Share from the drop-down menu. Invoice Reminders Lastly, you can send a reminder to your clients in no time. Just choose the invoice from your list you want to send a reminder about. And click Resend With all these tools, you'll be on your way to faster, easier invoicing, so that you can spend less time billing and more time running your business.
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Text Comments (5)
Brew House Boarding (3 months ago)
How does a company send a statement at the end of a month that summarizes all the outstanding invoices accrued during the month?
Pat Cortez (8 months ago)
So when I create an invoice, sometimes our clients have to pay a monetary deposit to hold the date for their event. When are you going to add the option on an invoice for us to subtract the deposit amount once it's paid from the total due?
Michael Carbon (11 months ago)
When will we be able to address email to just the company rather than a person? I know you can add a company name in the address book but when you enter the name it automatically sets the invoice to the persons name.

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