How to Send Survey from Square

You can include your survey link when creating invoices in your payment platform, such as Square.

First, you will need to create your survey and generate a web link. Please refer to the articles How to Create a Survey and How to Add a Survey URL for more information.

Change Invoice Message Setting

1. Sign into your Square account by visiting https://www.squareup.com
2. Click on Invoices or search for it.
3. In the side menu, click on Settings and then select Invoices.
4. Under the Basic Customization, in the Memo field, insert your message with your survey link, such as https://www.surveyol.com/s/68D5E38
5. Click on the Save button.

If you are using Stripe as your payment service provider, please refer to How to Send My Survey from Stripe. For other payment service providers, please contact their support teams to learn how to change messages on invoices.