Solved: Does a custom invoices message show up on the Squa... - Page 2

Clay · ‎02-04-2017

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?

Helen · ‎04-10-2018

@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!

️ Helen
Seller Community Manager

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hudson2001 · ‎04-24-2018

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.

Helen · ‎04-25-2018

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!)

️ Helen
Seller Community Manager

hudson2001 · ‎05-12-2018

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?

EJ_ · ‎05-15-2018

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.

hudson2001 · ‎05-19-2018

Still not working. I redid the default message last night and it worked for about 8 invoices. This morning I went to send another invocie and BAM! Back to the Square Default. This is very frustrating.

Tom · ‎05-19-2018

Hey @hudson2001, really sorry to hear that you're still encountering trouble with this. Appreciate you taking the time to give it another try. Custom messages shouldn't change unless you save the edit intentionally. If you haven't already, please get in touch with our Customer Success Team and let them know which invoice this happened to—they'll be able to take a look into specifics and escalate further if necessary.

Please don't hesitate to circle back here with any other questions or concerns.

️ Tom | he/him
Square Community Program Manager | Square, Inc.
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Does a custom invoices message show up on the Square App, as well?