Squarespace CRM: How to Use Invoicing for Client Management
You start your morning ready to dive into creative work. Instead, you’re caught in a loop of admin: chasing invoices, replying to client emails, tracking deadlines across half a dozen tools. The work that should take an hour eats up half the day.
A Customer Relationship Management system (CRM) keeps the back end of your business organized so you can stay present with the work you actually want to be doing. What many Squarespace users don’t realize is that your website already comes with a built-in CRM. The Squarespace CRM, Squarespace Invoicing integrates proposals, contracts, payments, and client communication in one place.
In this guide, we’ll look at why CRMs matter, how Squarespace Invoicing works, and how to set it up to save hours of admin while giving your clients a smooth, professional experience.
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What is a CRM, and Why Does It Matter?
Most entrepreneurs don’t start their business dreaming about admin, but it’s often what takes over the day. One client email slips through the cracks, an unpaid invoice drags on for weeks, and suddenly your focus is scattered. That’s where you need a good CRM to keep the details in order.
A CRM means:
Everything in one place
No digging through inboxes or spreadsheets to find the last conversation or invoice.
Less admin, more automation
Follow-ups and reminders happen automatically, freeing your time and headspace.
A professional experience
Client-facing documents (like proposals, contracts, and invoices) that look and feel aligned with your brand.
Why Service-Based Businesses Rely on Squarespace Invoicing
If you’ve ever chased a late payment, you know how quickly admin can overshadow the actual work. One reminder turns into three, proposals get lost in inboxes, and you spend more time following up than moving projects forward.
For service-based entrepreneurs like designers, coaches, photographers, and consultants, it’s rarely the work itself that’s overwhelming. It’s the constant back-and-forth: onboarding, contracts, proposals, payments, reminders.
With Squarespace Invoicing, instead of piecing together systems, everything flows through one integrated CRM:
Simple onboarding
Collect details upfront with intake forms that feed directly into your dashboard—no messy chains or lost information.
Streamlined communication
Send proposals, contracts, and estimates from one place, turning inquiries into booked projects without extra steps.
Branded interactions
Invoices, proposals, and updates reflect your brand, so every touchpoint feels polished and professional.
Built-in automations
Payment reminders and recurring invoices run quietly in the background, freeing you from awkward follow-ups.
Flexible payments
Clients can pay in the way that works best for them—credit card, direct deposit, Klarna, Afterpay, or Apple Pay—with low fees on larger transactions.
Your website becomes the hub where clients book, pay, and communicate.
How to Set Up Your Squarespace CRM
Ready to streamline your business? Here’s how to set up and customize Squarespace Invoicing:
Choose the right plan
Squarespace Invoicing is available on Business and Commerce plans. Check your current subscription and upgrade if needed.
Design your website
if you haven’t already, use Squarespace to build and design your website (or shop our collection of premium styled templates).
Enable Invoicing
In your dashboard, open the Invoicing tab and switch it on. You’ll now have access to your CRM tools directly inside Squarespace.
Customize client intake forms
Use Form Blocks to collect everything you need upfront (project details, contracts, creative preferences) so the work begins smoothly and nothing gets lost in email chains.
Create a new project portal
Set up a client hub where proposals, invoices, and updates live in one place. Clear, accessible, and easier for both you and your clients.
Automate Invoicing and Payments
Build branded invoices, schedule payment reminders, and (for retainer or package clients) set up recurring billing so cashflow runs quietly in the background.
FAQs
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Yes. In fact, solopreneurs often feel the difference the most. A CRM keeps your client details, invoices, and communications in one place, so you don’t spend hours digging through emails or chasing payments. It’s less about size, more about automating and streamlining your systems to support your process.
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The big advantage is integration. With Squarespace, your website, invoices, client forms, and payments all live under one roof. You don’t need to sync platforms or pay for multiple subscriptions. It’s not as complex as a tool like HoneyBook or Dubsado, but for many service-based businesses, that simplicity is a benefit.
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Yes. Proposals, estimates, and contracts can all be created and managed inside Squarespace, keeping your client experience consistent and on-brand. No jumping between apps or sending clunky attachments.
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Yes. Squarespace Invoicing uses Stripe, a trusted global processor, to handle payments securely—covering credit cards, ACH, and Apple Pay. You can also connect a PayPal Business account if clients prefer, though PayPal transactions redirect off-site while Stripe keeps everything on-brand within Squarespace.
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Yes. You can set up recurring invoices for retainers, coaching packages, or multi-month projects, so you don’t have to manually send a new invoice each time. That makes it easy to manage both short engagements and long-term relationships.
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If you’re happy with your current system, you don’t have to switch. But if you’re juggling too many platforms, Squarespace Invoicing can simplify things by bringing your website and client management together.
Concluding Thoughts
Imagine opening your laptop and knowing your invoices are already handled, your client details are in one place, and your projects are moving forward, without you chasing details. If you’re ready to start streamlining, Squarespace Invoicing supports your long-term client relationships, from first proposal to final payment.
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How to Start Blogging with Squarespace
How to Earn Passive Income with Affiliate Marketing in Squarespace
How a Squarespace Website Grows Your Services Business
