Financial

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Accounts Receivable

Purpose: To invoice and receive payments for work performed.

Invoicing (with Estimate)

• Create the invoice. Log into Square Estimates > Click on the Estimate > Convert to Invoice

• Review the invoice. Review the invoice for any additional charges that need to be made or other work performed.

• Add payment schedule. Click on “Add payment schedule” > Toggle off “Request deposit” and toggle on “Split balance into milestones” > Add milestones & Save.

  • 50% upon signing immediately after the contract is signed.

  • 25% upon anticipated start date of the project

  • 25% upon anticipated completion date of the project.

• Click create and send. Send via email and via text.

Invoicing (without Estimate)

• Create the invoice. Log into Square Invoices > Create invoice > Single.

• Calculate the job costs.

Payments (Point of Sale)

• Receive the payment.