Service businesses are often on retained for some of their clients. Sending your retainer clients invoices every month can be a headache, which is only made worse when they seem to dodge around paying you.
However, thanks to Square, you can store client credit or debit cards and set up recurring billing quite easily. Their card will be charged automatically, so they won’t have to remember to pay, and you won’t have to stress about non-payment.
Another automation feature Square offers is payment reminders. When creating your invoice, you can schedule payment reminders ahead of time to increase your clients’ chances of paying on time.
If you run a service business, you likely require your clients to put down a deposit upfront to reserve a spot in your calendar or protect yourself if they’re a bad client.
Square lets you set up deposits and other milestones, so you can get paid when you complete essential portions of each client project.
Square provides excellent estimate creation and management features. You can create and send custom, multi-package estimates so that clients can pick the best one based on their needs and budget. Once they choose their package, you can convert the estimate into an invoice with a few clicks.
To streamline documents even further, Square offers numerous contract templates you can fill in and send with the invoice.