New for Invoices Plus: edit the names of your invoice and estimate fields

[Ryan_M]

Our newest Square Invoices Plus customization feature lets you select the appropriate field name on an invoice or estimate so it matches your business needs.  

Update your invoice and estimate field names.

Tailor field names such as Quantity and Price so your invoices match the type of work you do.

Stay on brand.

Include details on your invoice or estimate that reflect the industry you’re in and build trust among your customers.

Add a professional touch.

Send your customers personalized invoices or estimates that show off your brand and contain all the right details.

To update your invoice or estimate field names from your online Square Dashboard:

1. Go to the Square Invoices Overview page in your Dashboard.
2. Click Settings > Customization
3. Scroll down to the section Content Options
4. Click on a field name and select the most appropriate option for your business

[lenjobakes]

Hey @Ryan_M!

This is super cool!

We've been using the service date feature since it has been released, but there isn't a way to filter invoices or sort them by service date? Unless I'm missing it?

It would be incredibly helpful to be able to sort by the soonest service date to easily see what jobs are coming up in the immediate future.

Actually, filtering by any of these new characterizations would be incredibly helpful!

[Ryan_M]

Hi @lenjobakes! Let me chat with the product team and I'll get back to you soon! I'm not sure that feature exists yet.

[Slimsars]

Would love to sort by service date