Go to Square

Log In

Create New Invoice

Select SINGLE

Make sure that the Invoice Number Assigned is correct (update if not)

Add the same number to the second invoice number field

Add Customer

Enter Customer Name

Enter Customer Email

Save

In the message area, enter the reason for the fee (i.e. Appraisal report for ..(client address).....)

In the dropdown select the appropriate fee charge

OR

Create a "use one time" fee

Enter the fee if not there already

On the right hand side (see video) choose the due date for the payment

Send Invoice

Once sent, download a copy and save it to the clients file on the drive