Invoice Ninja + Square Integration

Integrate Invoice Ninja to Square in one click, or tell Integrately AI how you want each client handled. Sync customer records, record payments, update invoices, and track orders automatically.

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1.
  • Invoice Ninja
    Project is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Credit is created in Invoice Ninja Instant
  • Invoice Ninja
    Credit is sent in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is created in Invoice Ninja Instant
  • Invoice Ninja
    Expense is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is created in Invoice Ninja Instant
  • Invoice Ninja
    Task is updated in Invoice Ninja Instant
  • Invoice Ninja
    Task is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Project is created in Invoice Ninja Instant
  • Invoice Ninja
    Project is updated in Invoice Ninja Instant
  • Invoice Ninja
    Vendor is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is created in Invoice Ninja Instant
  • Invoice Ninja
    Product is updated in Invoice Ninja Instant
  • Invoice Ninja
    Product is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is created in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is updated in Invoice Ninja Instant
  • Invoice Ninja
    Purchase order is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Quote is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is sent in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is updated in Invoice Ninja Instant
  • Invoice Ninja
    Client is deleted in Invoice Ninja Instant
  • Invoice Ninja
    Client is updated in Invoice Ninja Instant
  • Invoice Ninja
    Quote is approved in Invoice Ninja Instant
  • Invoice Ninja
    Client is created in Invoice Ninja Instant
  • Invoice Ninja
    Invoice is created in Invoice Ninja Instant
  • Invoice Ninja
    Payment is created in Invoice Ninja Instant
  • Invoice Ninja
    Quote is created in Invoice Ninja Instant
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is failed in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • Invoice Ninja
    Create client in Invoice Ninja
  • Invoice Ninja
    Search client in Invoice Ninja
  • Invoice Ninja
    Update client in Invoice Ninja
  • Invoice Ninja
    Create invoice in Invoice Ninja
  • Invoice Ninja
    Search invoice in Invoice Ninja
  • Invoice Ninja
    Update invoice in Invoice Ninja
  • Invoice Ninja
    Create task in Invoice Ninja
  • Invoice Ninja
    Create quote in Invoice Ninja
  • Invoice Ninja
    Search quote in Invoice Ninja
  • Invoice Ninja
    Update quote in Invoice Ninja
  • Invoice Ninja
    Create payment in Invoice Ninja
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready Workflows Ready Workflows for Invoice Ninja + Square Integration

Create customers, sync payments, log orders, update client profiles, and track billing, all in just one click.

Most popular automationsmost-popular-automations
Square + Invoice Ninja Integration

Create Invoice Ninja client for new Square customer

When you create a customer in Square, it's important to also create that client in Invoice Ninja. That way, all your communications and transactions related to that customer are in one place.

It also helps keep your contacts synced between the two platforms.
  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Invoice Ninja + Square flow

Connect accounting tools, customer data platforms, and messaging apps to extend your billing pipeline. Pick a combination and activate it in one click.

Invoice Ninja
Square
+
XeroXero (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
I
S
X
When a client is created in Invoice Ninja, create a customer in Square and add a contact in Xero
New Invoice Ninja clients immediately appear as customers in Square and contacts in Xero, eliminating duplicate manual data entry across financial tools.
S
I
X
When a payment is successful in Square, create an invoice in Invoice Ninja and record the transaction in Xero
Square payments automatically generate corresponding invoices in Invoice Ninja and record the payment in Xero.
S
I
X
When an order is created in Square, update the invoice in Invoice Ninja and create an invoice in Xero
Square orders update your Invoice Ninja invoices and generate matching financial records in Xero.
S
I
X
When a customer is created in Square, update the client in Invoice Ninja and create a contact group in Xero
Square customer records update Invoice Ninja client profiles and organize contacts in Xero automatically.

Supported triggers and actions for Invoice Ninja and Square

Mix and match to build the exact automation you need

Invoice Ninja
Invoice Ninja Triggers & Actions
Instant
Project is deleted in Invoice Ninja
Triggers the automation when a project is deleted
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Instant
Quote is deleted in Invoice Ninja
Triggers the automation when a quote is deleted
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Instant
Credit is created in Invoice Ninja
Triggers the automation when a credit is created
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Instant
Credit is sent in Invoice Ninja
Triggers the automation when a credit is sent
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Instant
Vendor is created in Invoice Ninja
Triggers the automation when a vendor is created
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Instant
Expense is created in Invoice Ninja
Triggers the automation when an expense is created
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Instant
Expense is updated in Invoice Ninja
Triggers the automation when an expense is updated
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Instant
Task is created in Invoice Ninja
Triggers the automation when a task is created
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Instant
Task is updated in Invoice Ninja
Triggers the automation when a task is updated
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Instant
Task is deleted in Invoice Ninja
Triggers the automation when a task is deleted
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Instant
Project is created in Invoice Ninja
Triggers the automation when a project is created
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Instant
Project is updated in Invoice Ninja
Triggers the automation when a project is updated
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Instant
Vendor is updated in Invoice Ninja
Triggers the automation when a vendor is updated
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Instant
Product is created in Invoice Ninja
Triggers the automation when a product is created
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Instant
Product is updated in Invoice Ninja
Triggers the automation when a product is updated
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Instant
Product is deleted in Invoice Ninja
Triggers the automation when a product is deleted
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Instant
Purchase order is created in Invoice Ninja
Triggers the automation when a purchase order is created
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Instant
Purchase order is updated in Invoice Ninja
Triggers the automation when a purchase order is updated
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Instant
Purchase order is deleted in Invoice Ninja
Triggers the automation when a purchase order is deleted
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Instant
Quote is updated in Invoice Ninja
Triggers the automation when a quote is updated
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Instant
Quote is sent in Invoice Ninja
Triggers the automation when a quote is sent
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Instant
Invoice is deleted in Invoice Ninja
Triggers the automation when an invoice is deleted
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Instant
Invoice is sent in Invoice Ninja
Triggers the automation when an invoice is sent
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Instant
Invoice is updated in Invoice Ninja
Triggers the automation when an invoice is updated
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Instant
Client is deleted in Invoice Ninja
Triggers the automation when a client is deleted
Try it โ†’
Instant
Client is updated in Invoice Ninja
Triggers the automation when a client is updated
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Instant
Quote is approved in Invoice Ninja
Triggers the automation when a quote is approved
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Instant
Client is created in Invoice Ninja
Triggers the automation when a new client is created
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Instant
Invoice is created in Invoice Ninja
Triggers the automation when any invoice is added or modified
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Instant
Payment is created in Invoice Ninja
Triggers the automation when a new payment is created
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Instant
Quote is created in Invoice Ninja
Triggers the automation when a new quote is created
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Create client in Invoice Ninja
Generates a new client profile
Try it โ†’
Search client in Invoice Ninja
Searches for a client
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Update client in Invoice Ninja
Updates client information
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Create invoice in Invoice Ninja
Generates invoices for sales transactions
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Search invoice in Invoice Ninja
Locates and retrieves invoices with
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Update invoice in Invoice Ninja
Updates invoice details based on new information
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Create task in Invoice Ninja
Creates a new task
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Create quote in Invoice Ninja
Generates a new quote with pre-filled information
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Search quote in Invoice Ninja
Searches for a quote
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Update quote in Invoice Ninja
Updates the existing quote with new information
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Create payment in Invoice Ninja
Generates and process a payment transaction
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Square
Square Triggers & Actions
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is failed in Square
Triggers the automation when a payment fails
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
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Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
Try it โ†’
Get order by Id in Square
Retrieves an order by its id
Try it โ†’
Create paid order in Square
Creates a new paid order
Try it โ†’
Get customer by Id in Square
Retrieves customer information based on their id
Try it โ†’

What can you automate with Invoice Ninja + Square?

Streamline your billing operations by connecting client creation, order processing, and payment workflows between Invoice Ninja and Square.

What you can automate?
๐Ÿ”„
Sync New Clients to Customers Automatically
Turn every new client created in Invoice Ninja into a customer profile in Square instantly. Eliminate manual data entry and keep your customer directory synchronized.
๐Ÿงพ
Generate Invoices from Successful Payments
Capture every successful Square payment and automatically generate corresponding invoice records in Invoice Ninja. Keep your revenue tracking accurate without manual bookkeeping.
๐Ÿ””
Alert Your Team on New Orders
Send instant notifications to your finance or operations channel the moment a new order is created in Square or an invoice is updated in Invoice Ninja.
๐Ÿ”€
Route Data Based on Submitted Fields
Perform different actions depending on specific customer tags or order amounts submitted in your Square transactions or Invoice Ninja profiles.
๐Ÿ“
Keep Destination Records Up to Date
Automatically update existing client profiles in Invoice Ninja whenever customer details change in Square, maintaining consistent contact records everywhere.
๐Ÿ”
Search and Update Instead of Duplicating
Check if a customer or invoice already exists before creating a new record, preventing duplicate entries and keeping your database clean.
๐Ÿ’ณ
Handle Later Payment Status Changes
Trigger automated updates in Invoice Ninja when Square payments succeed, fail, or orders undergo status modifications, keeping your billing current.
๐Ÿ”Œ
Extend Your Flow to Google Sheets
Connect your Invoice Ninja and Square workflow to Google Sheets to maintain a searchable master audit log of every client and transaction.
And much more...

Who is Invoice Ninja + Square integration for?

Connecting Invoice Ninja and Square streamlines billing and customer data management for growing businesses, removing manual entry bottlenecks from your daily operations.

Finance Managers
Finance Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Operations Teams
Operations Teams
Billing Specialists
Billing Specialists
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You're reviewing revenue reports but your accounting ledger only updates when someone manually reconciles point-of-sale transactions, so the cash flow numbers you're budgeting against are always lagging behind โ€” this integration means every successful payment and invoice updates your records instantly and your financial data stays current.
โšก
Sales Representatives
You need to follow up with new clients immediately after onboarding, but contact details sit trapped in your invoicing tool until someone copies them over, so prospective buyers wait too long for outreach โ€” automating both apps means every new client record flows straight into your billing platform the moment they sign up.
๐Ÿค
Account Managers
You answer to clients who want immediate confirmation of their payment statuses and updated invoice copies, but tracking down receipts across separate systems takes hours of digging, so client check-ins are delayed โ€” connecting these apps means your payment records and invoice statuses match up across the board without manual searches.
๐Ÿ“Š
Operations Teams
The volume of daily orders and customer sign-ups is too high for anyone to keep up by hand, leading to missed invoice updates and fractured customer profiles, so administrative errors pile up in your workflow โ€” this integration means every order and customer profile syncs automatically across your tools without manual data entry.
๐Ÿ’ผ
Billing Specialists
You own the invoicing process and depend on sales reps to hand over customer details before you can bill them, but details often arrive incomplete or delayed, so billing cycles stall out โ€” automating both apps means customer data moves instantly from intake to invoice generation without waiting on manual handoffs.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable transaction history to audit business performance, but you keep finding gaps between your point-of-sale platform and invoicing software, so your audit trails remain incomplete โ€” this integration means every transaction, order, and client record maintains a clear, unified history across your systems.
Our team

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Why choose Integrately to automate Invoice Ninja + Square

Build and manage your Invoice Ninja + Square automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Invoice Ninja + Square with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Invoice Ninja to Square?
Frequently Asked Questions
You can connect Invoice Ninja to Square in one click using ready templates on Integrately, or use Integrately AI to set up custom workflows with apps like Slack and Google Sheets.
Can I automatically create Square customers when a new client is added in Invoice Ninja?
Frequently Asked Questions
Can I connect Invoice Ninja, Square, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Invoice Ninja and Square?
Frequently Asked Questions
How does Invoice Ninja handle client creation data during integration?
Frequently Asked Questions
Can Square payment updates trigger actions in Invoice Ninja?
Frequently Asked Questions
Do I need coding skills to automate Invoice Ninja and Square?
Frequently Asked Questions
Is the Invoice Ninja and Square integration free?
Frequently Asked Questions
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You Can Also Connect Invoice Ninja or Square With 1500+ Other Apps

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