Square Payments

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  • Under , the SierraBooks Invoices app allows you to create and send estimates as Square Estimates. These estimates can be accepted or rejected by your clients.

  • When an Estimate is accepted, the app automatically creates a corresponding Invoice from the accepted estimate.

  • You can request and share a secure Payment Link directly from any active Invoice.

  • Send an Estimate PDF or Invoice PDF directly to your clients as an email attachment.

  • The customer can easily view and pay using the Payment Square Payment Link.

When a Payment is completed, the app automatically creates a Payment record linking the Invoice, Customer, and payment amount. You will receive a real-time notification of the successful payment.

More screenshots.

Selected Estimate Estimate Pdf Selected Invoice Invoice Pdf Square Payment Link

Selected Estimate
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Estimate Pdf
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Selected Invoice
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Invoice Pdf
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