Dashboard
Active and past invoices and collections
Active invoices
Unpaid invoices. Click a row or Details to view.
Past invoices
Paid invoices. Click a row or Details to view.
Archived invoices
Archived invoices are hidden from active and past lists but remain accessible to customers.
New invoice
Create a one-time or recurring invoice
Recurring invoices
These schedules create and email invoices automatically.
Contacts
Customer directory with invoice defaults for autofill
Directory
Add contact
Products
Sync your Square catalog and reuse common items on invoices
Catalog
No products yet. Connect Square and click Sync from Square, or add a manual item.
Add product
Square-synced products update on sync. Manual products are only stored in this app.
Square
Connect your Square account to accept payments on invoices
- Open the Square Developer Console → Sandbox test accounts
- Choose Open in Square Dashboard for your test seller account (leave that tab open)
- Return here and click Connect with Square
Sign in with your Square seller account to authorize this app. Tokens are stored securely per workspace.
ACH bank payments: Enable ACH in your Square Dashboard. Customers can pay invoices by bank on the pay page. If Square was connected before ACH support was added, disconnect and reconnect to grant bank account permissions.
Square credentials and payment setup are managed by your workspace admin.
Gmail
Connect your Gmail account to send invoices
Or authorize with Google directly:
Allow Gmail access via GoogleBusiness
Your company details and invoice defaults
Invoice design
Branding, fees, taxes, custom fields, and customer-facing appearance
Branding
Fees, taxes & custom fields
These appear on every new invoice. Toggle and edit values per invoice when creating it.
Email & pay page
Preview
Users
Manage who can access the admin
Add user
All users
User
Your account details