Are there internal notifications for a client's late payment? (Zapier trigger for SMS?)

[ElainaR]

I am trying to find a way to get notified (email, text, or make use of Zapier) when one of my clients has fully paid off their payment plan. Ideally, I would like to have the option to be notified even a few days beforehand if that’s possible. Is this possible on this platform?

I know the client should also be notified of any overdue payments / failed payments, but can I also set up an internal email/text to be notified, or better yet a trigger on Zapier so I could set up my own automated SMS notification?

[Laurie_]

Hi @ElainaR,

Thanks for reaching out to us with your question!

Could you provide more details about how you're setting up these payment plans? Specifically, is the payment plan for a service or an item? Are you using any other Square features, such as Square Invoices, to manage these payments? 

Once we understand more about your goals, we can consult with our Partnerships Team to see if there's a specific integration that we can recommend for your situation.

While we integrate with Zapier, we're unable to assist with platform-specific questions. However, if you contact Zapier’s Support Team, they should be able to confirm if something like this would be possible through their platform.

Currently, we don't support SMS notifications for late payments through Square, but you can opt to receive email notifications for any payments made to your account. Square Invoices will also indicate when payments are overdue, allowing you to send reminder notifications to your customers.

[ElainaR]

Thanks for getting back with me. The payment plan is for an item and we use Square Invoices to manage these payments. Usually they pay in instalments and I specifically need to be notified when their last one is payed. Some of these payments might be 20 long, per person, so knowing when their final payment goes through is really the key here for me. Thanks!

[RobynR]

@ElainaR, after reviewing our app integrations, I didn’t find any that match your specific needs.

I suggest submitting this as a feature request in our Ideate Room so our product team can consider it for future updates.