How to permanently change invoice reminders to apply to all future invoices?

PierresLockshop — Mon, 17 Oct 2022 19:55:04 GMT

I want to set custom invoice reminders. I already know that I can do this for an individual invoice by scrolling down and clicking "edit reminders" but I want to have a set of custom reminders which automatically apply to all future invoices instead of the default set, so that I don't have to manually set these custom reminders every time. How do I do this?

I couldn't find anyone asking this particular question before. I did find this thread where the last message from the user asks the same thing, but he was never answered.

Re: How to permanently change invoice reminders to apply to all future invoices?

Minion — Tue, 18 Oct 2022 23:06:01 GMT

Hey @PierresLockshop

i you navigate to squareup.com/dashboard you can change these settings on the default invoice so that they will be set to your liking every time.

Once you are at your Dashboard click on the Invoice tab. From there you will scroll down to Settings>Invoices.

Under Templates, click on your default template being used, and then choose Edit on the bottom right corner. This will bring up your normal looking invoice. Scroll down to the Share section and add your custom reminders to your liking.

Be sure to click "Save Template" when done in top right corner when finished.

All of your new invoices will now have the custom reminders set from here on out.

Hope this helps and is what you were looking to achieve.

thread How to permanently change invoice reminders to apply to all future invoices? in Archived Discussions (Read Only)

How to permanently change invoice reminders to apply to all future invoices?

Re: How to permanently change invoice reminders to apply to all future invoices?