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Send Custom Contracts with Square Invoices

Protecting your business doesn’t need to mean stacks of paperwork. Now, for a limited time, you can send custom contracts with Square Invoices to secure details of a job or an order in one click.

 

Contract Invoices Lead.png

 

 

Use our new integrated contracts feature to:

 

Build strong working relationships

Create professional contracts with useful guidance from a premade clause library to establish strong working relationships with your clients. 

 

Customize your contract

Use high-quality, ready-to-sign contract templates that you can tailor to work for your business by updating with the custom details of your agreement or create your own template from scratch. Save, re-use, and edit contract templates for similar projects to save time as you build contracts for your clients. 

 

Protect your business

Quickly outline policies, send for e-signature, and invoice for payment to remove barriers to getting your money on time. Outline your policies and get more leverage when challenging costly payment disputes with your customer’s bank. 

 

Get everyone on the same page

Set expectations from the get-go by spelling out the terms and conditions of your agreement, and clearly lay out the expectations for both sides, including specific details about timeframes, payments, expenses and procedures for sorting out any potential disagreements.

 

Contracts integration with Invoices will be available in the US to start, and exclusively on Desktop. Mobile support for previewing a contract from an invoice and linking a contract from the invoice creation flow will be released soon!

 

You can easily access the template library and start building custom contracts within the Invoices workflow: 

 

Learn more about Square contracts integration with Invoices and creating contract templates.

 

 

Square Beta would love to have you as a part of our on-going Contracts Broad Beta. Help review/test/and preview the updates before the rest of the world but joining Square Contracts Broad Beta.

7 Comments

Hello,

I'm learning how to attach Square Contract to Square Invoices but not sure which one to do first or the breakdown on how to do it.

 

I mostly did Square Invoices but like the feature with Contracts for an e-signature and having client read Terms and Conditions. So which do I produce first? I'm assuming the contract as then I would send the invoice for the CC# and both should sync with e-signature and deposit payment.

 

Does that sound about right?

 

Thank you in advance!

Square Community Moderator

Hi @jav! Thanks for reaching out and great question. I've merged your post with a new thread from Kelly that I think will answer your question(s). As always, please let me know if you have any further ones. Thank you!

@AshleyK Hello,

Thanks for getting back to me. So it sounds like I have to create the Invoice first then attach a e-sign contract.

I did notice that when I generate a contract I can attach an invoice but only if that invoice has been created prior. It would make it easy to have a client sign, pay and done! Plus, I like the feature that I can split deposit and final payment. Any other tips on this?

 

Also, it state for a limited time...will this feature go away? Or would I have to pay for extra to have this service?

Square Community Moderator

@jav I'm glad it's working out. 🙂 To save time you can pre-make the contracts for your customers so that it's just one less step for you, but, no the feature is not going away so you can be sure it will be there to support you in the future. 

 

I don't have any information as to the future of Square Contracts so it is possible new features will be released, but I cannot say if it will turn into a subscription. 

Beta Member

Hi! Really excited to try this new feature. Does it come with eSignatures and reminders? And can we upload our own templates?

Hi. Is it possible to see if our clients have singed their contracts in their customer profile? I use square schedule system & it would be nice if I could see from their...that way I can cancel their appointment if they fail to sign.

 

Thanks in advance 

Hello, 

if we already have contracts made prior to this feature, is it possible to just upload the document and have the clients use that instead?

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