Services
Send invoices from reusable templates, take deposits before work starts, bill monthly clients automatically and let new clients book a consultation online. Payaroo helps you put Square's invoicing and booking tools in place.
Square, made easier with Payaroo.
What your firm needs
Consultants, accountants, designers and photographers bill for work a client can't hold in their hands. That makes the paperwork matter: a clear proposal, a signed agreement, an invoice that arrives on time and an easy way to pay it.
Some clients pay by project in stages. Others pay the same amount every month, and new ones usually start with a consultation. The right setup handles all three without a spreadsheet of who owes what.
A client says yes in the meeting, then the proposal sits in their inbox for two weeks.
How Square helps On a paid plan, send an estimate with a few scope options. The client approves one with a click and it becomes an invoice on its own.
New engagements often begin before any money changes hands, and there's no retainer button to press.
How Square helps Square has no retainer feature, but a deposit on the first invoice collects the up-front amount and a recurring invoice bills the monthly fee.
Following up on unpaid invoices eats billable hours and makes the next client call awkward.
How Square helps Square sends automatic reminders before, on and after the due date, and clients pay online by card or bank transfer.
Setting up a discovery call takes five emails and a phone call.
How Square helps Clients pick a consultation from your booking site, in person or by phone or video, and get a reminder before it starts.
Recommended setup
The Square tools that matter most for a firm — and why each one earns its place.
Reusable templates, automatic reminders and live status, so you can see which client invoices are open at a glance.
On a paid plan, clients compare scope options and approve one with a click. It then becomes the first invoice.
Engagement letters and service agreements clients sign electronically before the work begins.
Monthly advisory fees or bookkeeping plans billed on schedule to a saved card or bank account.
Clients book consultations, sessions or discovery calls online, with reminders by email and text.
Larger project fees can come straight from the client's bank account, and recurring invoices can autopay from one.
Connect accounting and form tools; Square's professional services page names QuickBooks Online, Xero and JotForm.
Newsletters, seasonal check-ins and win-back emails to past clients, plus texts to those who opted in.
How Payaroo helps
Tell us how your business works. We'll help you understand the Square tools that fit.
Core capabilities
Take a deposit before kickoff, then split a website build, a brand project or a year-long engagement into up to 12 milestone payments on a paid plan. The client sees the whole schedule on one invoice.
Send an engagement letter or intake form through Square Contracts, on its own or attached to an estimate, invoice or appointment. Paid plans can require the signature before payment and send forms automatically when a client books. Square notes it doesn't give legal advice, so the terms are yours.
A recurring invoice series bills monthly bookkeeping, coaching or an advisory plan on the schedule you set. It can charge a saved card or a verified bank account automatically, with optional start and end dates.
Set each service to happen at your office, at the client's location, by phone or by video. Clients then book the kind of meeting they need from your booking site.
With a client's signed authorization, keep their card on their profile and charge it for extra hours or add-on work from an invoice or the POS, without asking for the number again.
Hardware options
You don't need every device. Start with what matches where you take payments — and add more later.
Accept contactless cards and phone wallets on your own phone with no extra hardware.
Take a contactless payment on your phone after a session or a photo shoot, with nothing else to carry.
A small Bluetooth card reader that pairs with your phone or tablet.
Pairs with your phone or iPad for chip cards at events, workshops and client sites.
A compact, battery-powered card machine with a built-in receipt printer.
A front-desk option for offices where clients pay in person; takes tap, chip and swipe and prints receipts.
Software and tools
Invoices, estimates, deposits, milestones and recurring billing, with reusable templates.
Engagement letters and agreements signed online and attached to estimates and invoices.
Consultation booking with reminders, including phone and video appointments.
Accounting and form integrations such as QuickBooks Online, Xero and JotForm, supported by their makers.
Email campaigns to current and past clients, and texts to those who opted in.
How it works
One realistic day at a firm, with the setup above doing the work.
Setup finder
Answer a few quick questions about your firm. We'll stop as soon as we can point you to a useful starting setup.
Tell Buckaroo how your business works and he'll help you figure out which Square tools make sense.
FAQs
You may not. Clients can pay invoices and payment links online. If they pay in person, Tap to Pay takes contactless cards on your iPhone or Android phone and Square Reader adds chip cards. Square Terminal suits a front desk and prints receipts.
Square doesn't have a retainer feature. The closest tools are an invoice deposit, which collects an up-front amount before work starts, and recurring invoices, which bill a set amount on a schedule and can charge a saved card or bank account. If your profession has rules about client money paid in advance, follow them; Payaroo doesn't give legal or accounting advice.
Yes. Send an estimate and the client approves it online. On a paid plan it can offer several options, and the approved one converts to an invoice automatically; on Square Free you convert it yourself. Clients pay by card, Apple Pay, Google Pay, ACH bank transfer or Cash App Pay.
Yes. Square Appointments lets you offer a service in person or by phone or video, and clients book it from your online booking site. Confirmations and reminders go out automatically, and you can attach an intake form or agreement to the appointment.
Square sets its own pricing. Square Free has no monthly subscription, only processing fees on payments, and it covers invoices, estimates, deposits, recurring invoices, basic contracts and online booking. Square Plus and Premium add multi-option estimates with one-click approval, milestone schedules, signature-before-payment contracts and Square Marketing. Check Square's pricing page for current rates, and we'll help you match a plan to how you bill.
Tell us how you bill, whether by project, by the hour or by the month, and we'll suggest a setup. Square reviews every application and confirms the owner's identity and the firm's details before it approves an account. After approval, Payaroo helps you set up invoice templates, services and your booking page.
Related businesses
Estimates with options, deposits, milestone billing and signed contracts.
Front-desk payments, balance invoices and appointment reminders for practices.
Estimates, signed approvals, deposits and payments at the customer's door.
Tell us how you bill clients today, and we'll help you choose the invoicing, contract and booking setup that fits.
Square reviews and approves every account. Call Payaroo at 972-431-0439.
Square is a product of Block, Inc. Square, the Square logo and related marks are trademarks of Block, Inc. and/or its subsidiaries. Payaroo is an independent company. Payaroo is not Square or Block, and nothing on this page describes a partnership, reseller relationship, certification or endorsement.
Square product details on this page were checked against Square's website on September 25, 2026. Square sets its own features, plans, pricing, fees, eligibility and hardware availability, and these can change. Confirm current details on Square's website before you sign up. Square pricing · Square fees
Square reviews every account application, including identity and business verification, and decides whether to approve it. Payaroo can't guarantee approval, pricing, processing terms or the availability of any feature.
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