Square
Square invoice checks for service jobs
Use current invoice facts to prepare deposit checks, payment notes and handoff records.
Check a deposit
Compare the requested amount and current invoice status before promising a start. A sent invoice is not confirmation of a payment. Start with Check a deposit.
Prepare an unpaid list
Sort a dated report into items to verify and messages to draft. Square documents invoice reminders; check what is already scheduled. Start with Prepare an unpaid list.
Keep payment status clear
Use the current status you provide in the customer handoff. Do not change sent into paid or a partial payment into a settled invoice. Start with Keep payment status clear.
What you provide
Provide invoice numbers, due dates, current remaining amounts and a dated report or screenshot. No card number or bank login is needed for draft work. If connected access is discussed, the Square account owner reviews the sign-in and permissions privately first.
Limits to know
This page describes work from supplied records, not an enabled Square payment connector. CrewBuddy does not charge cards, issue refunds or reconcile payments through these recipes. Verify transaction status inside Square and assign changes to the person who handles the account.
Sources: Square: create and send invoices
Setup in 3 steps
Use current invoice facts to prepare deposit checks, payment notes and handoff records.
- Export or capture one current invoice without card details.
- Confirm balance and any existing reminders in Square.
- Review the draft and send it through your chosen process.