How to Send Invoices and Receive Payments on Squarespace

As businesses grow, so do the demands for managing client relationships, invoicing, and agreements. The latest 2024 Squarespace Refresh introduces a set of powerful invoicing tools aimed at simplifying these processes, helping entrepreneurs, startups, and teams work smarter, not harder. Let’s dive into these exciting updates designed to streamline your client management and boost efficiency.

As a business owner, keeping track of invoices can feel like a never-ending task. But what if you could manage it all directly from your website? With Squarespace’s Invoicing tools, you can do just that—create, send, and manage professional invoices seamlessly from your site’s backend. Let’s explore how this powerful feature can transform the way you handle client billing.

Why Choose Squarespace for Invoicing?

Squarespace is more than just a website builder—it’s a full business suite. From contracts and proposals to estimates and invoices, you can manage everything without the need for third-party software. This integration keeps your workflow smooth and your brand experience cohesive.

Here’s a quick rundown of what you can do with Squarespace’s invoicing tools:

• Create and send on-brand invoices that match your website’s design.

• Track payment statuses directly from your dashboard.

• Use scheduled send to automate your invoicing process (coming soon!).

• Accept various payment methods like PayPal, credit cards, and ACH (for U.S. clients).

• Manage all client interactions, from first contact to final payment, right from your website.

Getting Started with Squarespace Invoicing

Setting up an invoice in Squarespace is easy. Let’s break it down step by step:

1. Navigate to the Invoicing Section

To start, head to your website’s backend and find the invoicing tools under the Commerce section. You’ll see a full suite of business management tools, including proposals, contracts, and project management. But for now, let’s focus on invoicing.

2. Add a Client

You can pull client information directly from your site’s Contact Lists or add a new client manually. Squarespace’s built-in CRM makes it easy to manage clients who’ve interacted with your website, whether through purchases, form submissions, or newsletter sign-ups.

3. Customize Your Invoice

Squarespace lets you design your invoice to align with your website’s branding. From fonts and colors to your logo, every detail can be tailored to your style. This not only looks professional but also reinforces your brand with each invoice you send.

4. Set Payment Terms and Options

You can choose from various payment methods, including Squarespace Payments, PayPal, and ACH for U.S.-based clients. The payment setup process is intuitive, allowing you to link bank accounts or set up Apple Pay with a few clicks. With ACH, you can accept payments with only a 1% transaction fee, making it an affordable option for your clients.

5. Review and Send

Once your invoice is ready, you can choose to send it immediately or schedule it for later. The scheduled send feature (coming soon!) will allow you to draft invoices ahead of time and set them to go out when it’s most convenient for your clients—saving you the hassle of doing it manually.

Managing Your Invoices

After sending an invoice, you can track its status in the invoices dashboard. This allows you to see:

• Outstanding payments

• Total revenue

• Client payment history

From here, you can send reminders, duplicate invoices, or even add invoices to existing projects for better management. It’s an all-in-one solution that takes the guesswork out of getting paid.

Why Invoicing with Squarespace is a Game-Changer

With all the invoicing tools integrated into your website, you eliminate the need for juggling multiple platforms. Everything—from branding and client management to payments and proposals—is housed under one digital roof. This not only saves you time but also creates a more seamless experience for your clients.

Bonus Features: Contracts, Proposals, and More

Beyond invoices, Squarespace offers a suite of tools to support your entire client lifecycle:

• Proposals: Send detailed project proposals that clients can review and approve.

• Contracts: Manage legal agreements within the platform.

• Estimates: Provide upfront cost estimates that convert to invoices with one click.

• Project Management: Track project progress, tasks, and timelines right from your website.

Each of these features ties into the invoicing system, making it easier than ever to manage your entire client relationship from start to finish.

If you’re already using Squarespace for your website, integrating invoicing and other business tools is a no-brainer. The ability to manage client payments, track revenue, and customize every invoice to match your brand is invaluable. Plus, with new features like scheduled send and ACH payments coming soon, there’s never been a better time to take advantage of what Squarespace has to offer.