thread Re: How can I customize emailed invoices. in Archived Discussions (Read Only)

Does a custom invoices message show up on the Square App, as well?

Clay — Tue, 07 Feb 2017 15:43:23 GMT

I have set up a default message on invoices on the computer version of Square but it is not showing up on the mobile version. Why?

get custom message and return policy to show on INVOICE not just receipt!

GlassSlippergmt — Tue, 11 Oct 2016 01:27:27 GMT

When will there be the ability to either 1. set up a permanent message on the invoice ("we appreciate your business" does not apply to me, so i have to manually change it on every single invoice). or 2. have "custom text" and "return policy" appear on the INVOICE. Currently i have to use these sections for my rather lengthy payment/policies, but customers do not see them until AFTER they pay the invoice and receive a receipt. This is not proper. I need to have the policies on the INVOICE so they know what they are agreeing to before making their commitment. Currently i have to copy/paste this info into the "message" portion of the invoice. This needs to be a template!

Is there a better workaround in the meantime? ... assuming Square IS working on this, because it seems like a pretty common use.

Re: get custom message and return policy to show on INVOICE not just receipt!

Kelly — Wed, 27 Jul 2016 16:36:58 GMT

You are correct. You’re unable to save templates with Square Invoices, but this is a popular feature request and we’re actively working to improve invoices, so I’ll be sharing your feedback with our Product Liaison team..

In the meantime, if you’d like to send the same invoice to a different email address or customer:

- From your online Square Dashboard, visit Invoices.
- Click the invoice you’d like to duplicate.
- Click More > Duplicate.

Re: get custom message and return policy to show on INVOICE not just receipt!

ShadowBoxUSA — Tue, 11 Oct 2016 01:23:30 GMT

Just want to add my 2 cents to Kelly's complaint. I have the same issue and would like to have a less generic message on my INVOICES, too. I would appreciate the ability to edit the message once so that the same message appears each time, but it would be worded by me, applicable to my business.

Lucy, ShadowBoxUSA.com

Re: get custom message and return policy to show on INVOICE not just receipt!

Sean — Tue, 11 Oct 2016 01:27:29 GMT

@ShadowBoxUSA - Thanks for taking the time to share your feedback. We'll be sure to pass it along!

Re: My default message on invoices is not showing up on the mobile version

Sean — Tue, 07 Feb 2017 15:47:04 GMT

Hi @Clay. Just checked on this for you, and it doesn't appear that custom messages from the Square Dashboard currently sync to the app. It definitely seems like it would be logical thing to sync over. I'll reach out to our product liaison team with this feedback. Thanks for taking the time to write in and surface it!

Re: get custom message and return policy to show on INVOICE not just receipt!

alandewald — Sat, 01 Apr 2017 19:29:01 GMT

this thread is almost 6 months old and Square still hasn't done this???? I am new to Square and immediately discovered this problem. 6 months is an eternity in the tech world. Get off your asses! PayPalNow anyone?

Re: get custom message and return policy to show on INVOICE not just receipt!

Tom — Sat, 01 Apr 2017 21:11:07 GMT

Hey @alandewald, thanks for getting in touch here.

I went to check on this, and there aren't any developments that we can share at this time. I do apologize for any inconvenience this is causing, and I'll make sure that your experience is documented with our Product Liaison team. Please don't hesitate to let us know if anything else comes up.

Re: My default message on invoices is not showing up on the mobile version

hudson2001 — Wed, 03 May 2017 14:30:31 GMT

Any update on this? It's still not working. This is killing me as I definitely need more than "We appreciate your business" on my app invoice and it's annoying to have to remember to copy and paste on each invoice!!

Re: My default message on invoices is not showing up on the mobile version

Kpay — Fri, 05 May 2017 21:11:49 GMT

Hi @hudson2001, there's no update yet - we'll make sure to update this thread when we have more details for you. Thanks for your patience!

Re: My default message on invoices is not showing up on the mobile version

jaecare — Sat, 03 Jun 2017 03:59:42 GMT

Hi, we just started using Square and love everything...except this little issue. 😉 Any word on this getting fixed soon in the iOS phone and tablet versions first 🙂

Cheers

Re: My default message on invoices is not showing up on the mobile version

EJ_ — Mon, 05 Jun 2017 21:31:58 GMT

@jaecare Nothing new in regards to this as of right now. Hopefully more interest and seller advocacy picks up.

If our Product Team is able to make any changes, we'll update everyone.

Re: My default message on invoices is not showing up on the mobile version

ettalonglaundry — Sun, 08 Apr 2018 08:43:33 GMT

Has there been any update to this post?

Re: My default message on invoices is not showing up on the mobile version

Helen — Tue, 10 Apr 2018 15:34:10 GMT

@ettalonglaundry YES! From your online Square Dashboard if you enter a custom message to an Invoice, and select Save as Default the same message will appear in any Invoices you send from the app. The same is true if you add a message to the app, you'll see the same message in your Dashboard.

To save a message as the default from the Invoices section of your Square Dashboard:

To save a default message from the Point of Sale app:

Navigate to Invoices and tap Create Invoice.
Scroll down and tap Message.
Enter your custom message and toggle on the switch next to Save as Default > tap Save to save your changes.

In this screenshot from the POS app the toggle is on so the custom message will appear on every Invoice.

I recommend making sure you are using the latest version of the Point of Sale app. Check the App Store/Google Playstore for an update. Thanks for your post!

How can I customize emailed invoices.

Epod0001 — Sat, 21 Apr 2018 19:36:10 GMT

The invoices dont contain the custom text I included under the reciept tab. Is there a place to add custom text for invoices?

Re: How can I customize emailed invoices.

Helen — Tue, 24 Apr 2018 16:36:18 GMT

This reply was created from merging an existing thread: How can I customize emailed invoices?

Hello @Epod0001! I added your post to this thread -- please see the steps outlined above to save a custom message to your Invoices. You can do this from your online Dashboard or from the Point of Sale app. 😀

Re: Does a custom invoices message show up on the Square App, as well?

hudson2001 — Tue, 24 Apr 2018 16:37:24 GMT

It can still be glitchy and I am not sure why.

I have had no issues with the app or the web version keeping my custom text. But I recently made some changes on the web version and (if I'm recalling correctly) they did propagate to the app. But the next time I logged into the app, it was back to the Square default text. I didn't have time to mess with it, so I just typed it in again and now it seems to be working.

Re: Does a custom invoices message show up on the Square App, as well?

Helen — Wed, 25 Apr 2018 23:13:30 GMT

Hmm, sorry to hear that @hudson2001. I recommend making sure the POS app is up to date, as well as the software on your device. I also suggest turning off your phone and turning it back on. (I'm definitely guilt of forgetting to turn my phone off, ever, but it really helps!)

Re: Does a custom invoices message show up on the Square App, as well?

hudson2001 — Sun, 13 May 2018 00:56:54 GMT

So I haven't maded any changes to my default invoice message in either the app or web versin, but I just went to send an invoice via the app and my default message is gone and is back to the generic Square "we appreciate your business." GRRRR!!! Anyone else getting this?

Re: Does a custom invoices message show up on the Square App, as well?

EJ_ — Tue, 15 May 2018 18:37:00 GMT

Hi @hudson2001

We made a few changes to the Settings section of your Invoices tab, so this might've had an impact on your saved messaging.

However, you can now save your default messaging when you go to create a new invoice. Replace the default "We appreciate your business" with your personalized messaging and the "Save as default" option should come up for you.