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If I upgrade to the Square Invoices Plus option, can it send automated payment reminders **via TEXT** with the "Split balance into milestones" option? i.e. We need to take a balance of say $1,500 and split it into 10 payments of $150 each and have it TEXT automatic payment reminders for each $150 increment.
Thank you in advance for your knowledge!
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Thanks for posting and welcome to the Square Community @LawOffice1 ๐.
While you can send an Invoice by text, automatic reminders are not supported when you select Text message as a delivery method at this time. I'll make sure to mention this to our Product team, and I also suggest filing a feature request here. ( @Minion for vis on this as well ๐)
โ
If you select the delivery method as Email, you'll see the option to set up Payment Split reminders:
โ
However, if you select Text instead of Email, you won't see the Reminders option when setting up your Payment Schedule:
โ
Let me know if you have any questions!
Community Moderator, Square
After a year of supporting the Square Community, I'm leaving Square for a new adventure down under !
Check out article "A Contact Guide to the Seller Community" to reach out to current Seller Community Moderators.
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HI @LawOffice1
Welcome to the Square community. Do you plan to send he original invoice via Text or Email? I believe that the reminders which you can schedule multiple reminders per payment during a milestone will only be sent to the original sent invoice method.
If you share the invoice via Email, then all payment reminders for future milestone payments will be made via Email. The same goes for if you send the first email via Text as well, all future payment reminders will be sent via Text.
I hope this information helps.
Square Champion
Check out Square support center for additional help.
"If you don't stand for something, you'll fall for anything"
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Thanks for posting and welcome to the Square Community @LawOffice1 ๐.
While you can send an Invoice by text, automatic reminders are not supported when you select Text message as a delivery method at this time. I'll make sure to mention this to our Product team, and I also suggest filing a feature request here. ( @Minion for vis on this as well ๐)
โ
If you select the delivery method as Email, you'll see the option to set up Payment Split reminders:
โ
However, if you select Text instead of Email, you won't see the Reminders option when setting up your Payment Schedule:
โ
Let me know if you have any questions!
Community Moderator, Square
After a year of supporting the Square Community, I'm leaving Square for a new adventure down under !
Check out article "A Contact Guide to the Seller Community" to reach out to current Seller Community Moderators.
- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
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Well shoot, thanks for jumping in and clarifying that @Lou8 . Learn something new everyday!
Square Champion
Check out Square support center for additional help.
"If you don't stand for something, you'll fall for anything"