Square Invoices

Square invoices are mainly made for two reasons: 

1. A user has been unable to make a purchase through the store page and you've already tried troubleshooting

2. A user had a license refunded, but has changed their mind and wants to purchase again

To create a Square invoice:

1. Log into the Square website using the login found on 1Password

2. Click "invoices" in the top left

3. Click "send an invoice" in the top right

4. You will then need to add information to the invoice

  • customer name (you'll most likely need to create a customer for this, you'll only need to enter their email address)
  • invoice title (what the invoice is for)
  • add the item (either one in the system or a custom one)
  • input the correct price and make sure the total is correct

**Note: You can also duplicate a previous invoice by clicking on it and selecting 'Duplicate'. Be sure to update the client info and review before sending.

5. Once you've looked over everything and the invoice is correct, send the invoice