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Is there a way to ask a customer for personal details when you send them a contract?
Hello - I would like to ask for a customer's address when I send them a contract to sign (similar to what you can do when you send an Invoice). However, I'm not seeing this as an option. Is this a feature that's available?
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Hi @lynnd700 - I see this is your first post in the Seller Community so I'd like to officially welcome you! 🎉👏
Square Contracts do have Custom Contract Fields in which you can create a field requiring a customer to fill in their address on the Contract. This is an Invoice Plus feature so would require a subscription but we do offer a 30-day free trial so you can check this out before subscribing if you're interested!
I hope this information is helpful but please do let me know if you have any additional questions 🙂
Community Moderator, Square
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Thank you!! Is there any tier of the Square Online services that include Invoices Plus, or is this a completely separate service? And is there a place that outlines all the different Square services in one place, where I could cross-reference? $30/month seems like a lot for just Invoices/Contracts - thanks 🙂
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