You can also accept ACH bank transfers or gift card payments. If you like, you can add a card on file using Square’s included credit card authorization forms (though processing these card-on-file payments comes with higher fees). You have complete control over the payment options that you want available on your invoice. Similar to discounts, you can add multiple add-on charges from a dropdown and create a new add-on charge type if needed. As with the products/services, you can also enter new ones as you go. Square’s invoice lets you add multiple discounts and charges in a single transaction. Once you have listed all your invoice items, you can add line adjustments. If you make a mistake, the “x” at the end of each row will remove the line item. If the product or service isn’t listed in your library, you can create a new product from the invoice page. You can add multiple products or services and specify the quantity. This section is the same for single and recurring invoices. Finally, click on the box if you want to provide your customer an option to enroll for automatic payments through the invoice. Square will then prompt you to set when invoices are due. If you choose “Never,” the system will continue to send the invoice until you manually cancel the subscription.
If you choose “After,” the system will prompt you to specify the number of invoices you are to send for this subscription.If you choose “On date,” the system will ask you for a specific date.The “End date” field displays three different options: The “Repeat every” field lets you indicate the interval between invoices, expressed in the number of weeks, months, or years. Similar to the single invoice option, this setting prompts a pop-up calendar to select the start date. For recurring invoice transactions, use the “recurring” setting.
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