Set up shipping with Square Invoices

Shipping with Square Invoices allows you to streamline your shipping process and manage it efficiently. You can add shipping to an invoice during invoice creation, then the order will be added to Square Shipment Manager once the customer pays the invoice.

Before you begin

• Subscribe to Square Invoices or start a free 30-day trial. Once you’ve subscribed, you can set up shipping details on the Square Invoices POS app, Square POS app, and Square Dashboard.
• Update the Square apps to the latest version for the best experience.

Set up shipping for invoices

You can add shipping to an invoice during invoice creation. Learn how to send invoices from the Square Invoices app and send invoices from the Square Point of Sale app.

1. Sign in to your Square Dashboard and click Payments >Invoices >Send an invoice.
2. Fill out the invoice details.
3. Under ‘More options,’ toggle on Shipping. The toggle will be disabled if the invoice has already been sent and paid.
4. Check the box Request delivery address.

Once you finish filling out all invoice details, click Preview, Save as Draft, or Send.

1. From the Square Invoices POS app, tap Home or Invoices.
2. Tap (+) >Send invoice.
3. Fill out the invoice details.
4. Navigate to Details, and toggle on Create order for shipping. The toggle will be disabled if the invoice has already been sent.
5. Check the box Request a shipping address.
6. Review the invoice, then tap Send invoice or tap (•••) >Save as Draft to send at a later time.

1. From the Square POS app, tap ≡ More >Invoices >(+) >Create Invoice.
2. Tap (+) >Send invoice.
3. Fill out the invoice details.
4. Navigate to Details, and toggle on Create order for shipping. The toggle will be disabled if the invoice has already been sent.
5. Check the box Request a shipping address.
6. Review the invoice, then tap Send invoice or tap (•••) >Save as Draft to send at a later time.

Create shipping labels for invoices

1. Sign in to your Square Dashboard and click Payments >Invoices.
2. Select the invoice for which you want to create a shipping label.
3. Under Shipping details, click Create shipping label. This will take you to Shipment Manager — a centralized hub where you can manage all your shipments.
4. Fill out the shipping details for the invoice in question.
5. You can add tracking information by selecting Add tracking information. Include the tracking number and select the carrier company. Note: The tracking number can be edited later, if needed.
6. Click Create label.
7. You will be brought to an overview page for Shippo, our shipping partner. Click Connect account.

Once you create your shipping label, you can print it by clicking Print label. You can also print packing slips within Shipment Manager. Learn more about Manage order shipments.

At present, you are unable to purchase shipping labels for invoices on mobile. However, you can manually add shipping or tracking information.

Related articles

• Create and send invoices
• Manage order shipments
• Set up shipping carriers with Shippo
• Edit the shipping address of an order with Square for Retail