Set up payment options on invoice template?

Elenor — Tue, 07 Apr 2026 14:31:10 GMT

Newbie here: reading .... well, pretty much everything I can find on the Square site.

I cannot find how to add payment methods to my default invoice template. "Dashboard Payment Methods" shows only Afterpay and Tap on iPhone. All the 'help' I've found doesn't say HOW to add, say, MC or VISA or ACH...

No PoS: I'm a niche MFG biz in a niche industrial field (paint and coatings thickness measurement). My customers send me an email, I email them a PDF quote. They send me a PO, I send them a gauge (or whatever). I'm planning on using Square payment link (including the link in my PDF invoice) or attaching an electronic Square invoice (likely a better idea, from my reading around here?) TO my PDF invoice.

Thanks for any directions or help! Impressed so far with everything I've read... Just confused!

Warmly,

Elenor

Where do I go to find this? Or do I have to get Square Plus to accept credit cards?!

Thanks!

Elenor

Re: Set up payment options on invoice template?

TheRealChipA — Tue, 07 Apr 2026 17:20:53 GMT

Hey there @Elenor. First, you want to edit the Invoices template. You can do this from your web dashboard > Payments & Invoices > Settings > Invoices. Clock on the default invoice template then click the Edit button at the bottom. On the right hand side, you'll see the "Accepted Payment Methods" section. Click on it and you can specify which payment methods are your default. By default, all payment methods are selected but you can turn any of them off if you want. There are other setting defaults you can modify if you wish.

thread Set up payment options on invoice template? in Payments Troubleshooting

Set up payment options on invoice template?

Re: Set up payment options on invoice template?