x

Invoice Plus Subscription per Item

I have a customer that I need to invoice $xxxx for a service that also has an annual renewal of $xxx that automatically generates an renewal invoice every year. I want them to have the option to pay using their card but if doing so they cover their own processing fee's. I have three services to bill the same customer for.

Is this setup possible in square?  

46 Views
Message 1 of 2
Report
1 REPLY 1
Square Champion

HI @prosper 

 

You could enable a service charge to all invoices automatically.  For my business, I add the service charge to the invoice, but in the message section, I simply put "save 3% by paying your invoice with cash or check made out to (insert business name). 

 

To start with this Sign into your Square Dashboard and go to Settings > Account & Settings. Click Business information > Service charges and select Create service charge.

 

To enable this by default to your invoices.  You can navigate from your Dashboard to Invoices>Settings>Invoices.

 

Choose or create a new invoice template.  Add a message to let them know about the service charge, and how they can save % by paying cash/check.

 

Scroll down to the total section and click on the Add shipping fee or Service Charge.   

 

Be sure to click  save template in the top right corner.

 

 

Let me know if this way is what you were looking to achieve. 

 

Dan
Scorpion Coating Plus,LLC
Square Super Seller
Check out Square support center for additional help.




8 Views
Message 2 of 2
Report