How do I send a draft invoice

Scott_89 — Wed, 03 Dec 2025 13:51:50 GMT

Filled out invoice for first time and then I tried to send it and I can’t find where I send invoice to customer. It says it’s a draft invoice

Re: How do I send a draft invoice

MayaP — Wed, 03 Dec 2025 18:38:18 GMT

Hey @Scott_89 — I see this is your first post. Welcome! 😊

Are you sending the invoice from the app or from your Dashboard?

From Dashboard

Sign in to Square Dashboard and go to Orders & payments (or Invoices & Payments or Payments) > Invoices.
You can create single, batch, or recurring invoices in two ways:
- From the Overview page, click Send an invoice.
- From the Invoices page, click Create invoice.
Add a new or existing customer to the sale. You can enter up to nine recipients.
Enter detailed invoice details.
Optional: Add a message to the customer.
Select the invoice frequency—one-time or recurring.
- For One-time, enter the due date and optional service date.
- For Recurring, enter the recurring schedule to include the start date, each invoice due date, recurring frequency, repeating number, or end date.
- For recurring, you can also Allow automatic payments with card on file.
Move on to Step 2: Line items below.

From Point of Sale App

From your compatible device, tap (+) then Send invoice from the Home screen or tap Invoices from the navigation panel, then tap (+).
Select an existing template, if applicable.
Add a new or existing customer to the sale, and any additional recipients if applicable.
Move on to Step 2: Line items below.

From your Square POS app with standard mode enabled:

From your compatible device, tap ≡ More > Invoices > (+).
Add a new or existing customer to the sale, and any additional recipients if applicable.
Move on to Step 2: Line items below.

From Drafts you have the option to send the invoice as well.

If you’re still running into any issues, please let me know. I’m happy to help!