thread Re: How do I automate reminders for Invoices that are past due? in Archived Discussions (Read Only)

How do I edit the default Square Invoices template?

Porter4dmfd — Thu, 30 Sep 2021 23:54:55 GMT

I've set a default payment reminder schedule and message in the past.

I'd like to edit the default reminders again but I can't find that feature now.

How do I edit the default reminder schedule and messages?

Re: How do I automate reminders for Invoices that are past due?

aki2 — Wed, 29 Sep 2021 17:20:53 GMT

I would like that too.

Re: How do I automate reminders for Invoices that are past due?

aki2 — Wed, 29 Sep 2021 17:29:41 GMT

I figured it out, the edit button is hiding.. go to Invoice on your dashboard, Settings, Invoices. Select the "Default template" box that's next to the "New Template plus". The edit button is on the bottom right side of the page.

Re: How do I automate reminders for Invoices that are past due?

Valentina — Thu, 30 Sep 2021 23:57:37 GMT

Are you looking to edit your invoice template?

Head to your Square Dashboard > Invoices > Settings > Invoices:

Select the Default template - Square Invoice box > select Edit in the bottom right-hand corner.

That will bring you to the Edit screen where you can make changes before selecting Save in the top right-hand corner:

Thanks @aki2 - I hope these screenshots help!

Re: How do I automate reminders for Invoices that are past due?

Porter4dmfd — Fri, 01 Oct 2021 17:45:32 GMT

Thanks! I've edited my existing reminders but I'd like to add another. I don't see a way to add additional reminders. What am I missing?