Mostly Invoices

For HubSpot teams who use Square for payments

Get paid on the HubSpot invoices you already send.

Your invoice, your numbering, your Square account. Collect on a card reader with the customer in front of you, on a branded checkout page, or let Square email it and chase the reminders — and the payment lands back on that invoice, itemized and marked paid.

HubSpot plan
Starter and above
Custom objects
None required
Setup
Two OAuth connections
Processing rates
Your own, unchanged

Connect once. Then it's four steps, every time.

Nothing to configure per invoice, no mapping screen to maintain, and no second system your reps have to remember to update.

  1. 01

    Connect HubSpot and Square

    Both by OAuth, from your own accounts. No API keys to copy and nothing pasted into a settings screen. Three minutes, once.

  2. 02

    Your invoices show up on the deal

    The invoices you already raise in HubSpot, with their balances, on the record your rep is already looking at. You keep your own numbering — we don't issue a second invoice.

  3. 03

    Collect however the moment calls for

    Charge a Square Terminal with the customer in front of you, send them a branded checkout page, or let Square email the invoice and chase the reminders. Same invoice, three ways out.

  4. 04

    It writes itself back

    A payment against that invoice, an order with the line items, the contact matched to its Square customer. The rep does nothing. Nobody opens Square to reconcile.

Every HubSpot record it touches

All standard objects. No custom objects to create, no schema to design, and nothing that needs an Enterprise plan — which is the usual reason integrations like this are out of reach.

HubSpot recordWhat happens to it
InvoiceRead for its balance, then the payment is recorded against it and it stops reading as unpaid
PaymentOne per payment taken, associated to the invoice, the contact and the deal
OrderMirrors the Square order, so what actually sold is itemized on both sides
Line itemsCopied per record — quantity, price, discount and tax, not just a total
ContactMatched to a Square customer by email, or flagged for review when two people share one
CompanyKept as the billing entity where one is set on the deal
ProductKept in step with your Square catalog
DealPayments associate back, so pipeline reporting reflects money actually in

Refunds write back as their own record, so a refunded invoice stops reading as collected. Partial payments track down to the remaining balance rather than flipping straight to paid.

What you need

HubSpot Starter or above

For the invoices tool. Professional and Enterprise work too, but nothing here requires them.

A Square account

Your own, with your own rates. US sellers while we're in beta.

Three minutes

Connect both by OAuth. No API keys to copy, nothing pasted into a settings screen.

A Square Terminal, optionally

Only if you take payments in person. Everything else works without hardware.

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

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. Get in touch and we'll be back to you 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@mostlyinvoices.com

We reply to every one.