Mostly Invoices

For HubSpot teams who take Square

Your invoices are in HubSpot.
Your money moves through Square.

Accept payments with Square, right from the invoice. In person, online, or emailed — it lands on the right record, itemized and marked paid.

In private beta. No card required to join.

A demonstration invoice that settles when you take payment.

Riverside Clinic

INV-1043 · Due 14 Aug

Unpaid
  • 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 HubSpot

Payment
$2,480.00
Invoice
INV-1043 — paid
Contact
Ada Okafor
Deal
Q3 fit-out
Order
3 line items

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.

In person

Push the amount to a Square Terminal from the deal or your phone. The customer taps the reader; the record updates before you've handed back the receipt.

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.

It writes back where you'd look for it

Not a custom object you have to build reports around. The records HubSpot already gives you, filled in properly.

  • Payments recorded against the invoice, contact and deal
  • Orders and line items, so what sold is itemized on both sides
  • Customers matched — or flagged when two people share an email, never guessed
  • Refunds reflected, so a refunded invoice stops reading as collected
  • Partial payments tracked down to the remaining balance

Also handled

Recurring

Charge a card on file or send a scheduled invoice.

A customer portal

Your customers sign in by email to see what they owe and pay it.

Partial payments

Several payments against one invoice, balance tracked.

Your team

Roles decide who can collect, refund, and change records.

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

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.

Straight answers

Do I have to move off Square?
No. That's the point. You keep your Square account, your reader, and your rates.
Which HubSpot plan do I need?
Starter or above for invoicing. Nothing here needs Enterprise.
Do you touch card details?
Never. Card entry happens in Square's own fields, and the reader talks to Square directly.
What if two customers share an email?
We stop and ask you rather than guessing. Matching the wrong person is how one customer ends up seeing another's invoices.
Is it live?
It's in private beta and we're onboarding a small number of businesses by hand. Join the list and we'll be in touch before we open it up.

Get early access

We're onboarding a small number of businesses by hand while it's in beta. Email us what you run and how you take payments today — the first conversations shape what ships.

hello@mostlyapps.com

We reply to every one.