In person
Push the amount to a Square Terminal from the record or your phone. The customer taps the reader; the record updates before you've handed back the receipt.
Square payments, inside your CRM
Your invoices live in your CRM. Your money moves through Square.
Accept payments with Square on the invoices you already send. In person, online, or emailed — it lands back on the right record, itemized and marked paid.
In private beta. Salesforce and Monday.com in development.
Riverside Clinic
- Cabinetry — supply & fit$1,840.00
- Electrical second fix$460.00
- Sales tax$180.00
Balance due
$2,480.00
Card reader · Checkout page · Emailed invoice
Recorded in your CRM
- Payment
- $2,480.00
- Invoice
- INV-1043 — paid
- Contact
- Ada Okafor
- Deal
- Q3 fit-out
- Order
- 3 line items
Pick your CRM
One Square account, whichever system your team already works in.
Available now
HubSpot
Collect on HubSpot invoices, deals and orders. Payments, line items and customers write back to standard records — no custom objects, works on Starter.
See how it works for HubSpot →
In development
Salesforce
The same three ways to collect, against Salesforce opportunities and invoices. Tell us how you invoice today and we'll build toward it.
Ask about Salesforce →
In development
Monday.com
Take payments against the boards your team already runs on, with the record updating where the work lives.
Ask about Monday.com →Using something else? Tell us what you invoice from — it genuinely shapes what we build next.
Three ways to get paid. One place it lands.
Pick whichever suits the moment. The invoice, the contact and the itemization end up the same either way.
Online
A checkout page in your branding — card, Apple Pay, Google Pay, bank transfer. Card details go straight to Square and never touch us.
By invoice
Let Square email or text it and chase the reminders. You keep the follow-up without writing a single one.
You keep Square. We connect it.
Your own account, your own reader, your own processing rates. We don't sit between you and your money, and we don't add a percentage to it.
- Standard CRM records, not custom objects you have to build reports around
- Card details go to Square directly and never touch us
- Refunds and partial payments reflected, not just the happy path
- Customers matched deterministically, or flagged rather than guessed
Pricing
Unlimited seats on every plan. You keep your own Square account and Square's own processing rates — we don't add a percentage on top.
Starter
$79/month
- 1 Square location
- Invoicing and online checkout
- Customer sync
- Payments written back
Most teams
Growth
$249/month
- 3 Square locations
- Card-present payments with Square Terminal
- Orders and line-item sync
- Automations in your workflows
Scale
$599/month
- 10 Square locations
- Recurring billing
- Multiple Square accounts
- Priority support
Annual billing saves two months. Larger volumes, more locations — talk to us.
Get early access
We're onboarding a small number of businesses by hand while it's in beta. Email us what you run, which CRM you use, and how you take payments today — the first conversations shape what ships.
hello@mostlyinvoices.comWe reply to every one.