Hi Seller Community!
I’m excited to announce an Invoices limited time trial feature for custom fields.
For a limited time, add custom fields to your invoices
Give more details to your customers by adding custom fields to your invoices. This limited time trial enables you to create and select the placement of up to two custom fields. Provide additional details to your customers including your terms of service, cancellation policy, return policy, or any other personalized message. Fields will be displayed across your invoice email, PDF, and the customer payment page.
To create an invoice with custom fields:
- Log into your Square Dashboard > click Invoices > Settings.
- Select Invoices, and choose Basic Settings to configure your default delivery method, when invoices are due, or to set reminders.
- Under Basic customization > Custom fields, add in additional notes for your customers, and decide on the placement of the custom field on your invoice.
When creating an invoice, select Add a custom field after Payment Options. Indicate your custom field title, text, and placement, and press Save. From here, proceed to review and send your invoice as normal.