How do I send a draft invoice

[Scott_89]

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 

[MayaP · Accepted solution]

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 

1. Sign in to Square Dashboard and go to Orders & payments (or Invoices & Payments or Payments) > Invoices.
2. 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.
3. Add a new or existing customer to the sale. You can enter up to nine recipients.
4. Enter detailed invoice details.
5. Optional: Add a message to the customer.
6. 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.
7. Move on to Step 2: Line items below.

From Point of Sale App 

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

From your Square POS app with standard mode enabled:

1. From your compatible device, tap ≡ More > Invoices > (+).
2. Add a new or existing customer to the sale, and any additional recipients if applicable.
3. 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!