Set "do not send reminders" as default on Invoices?

The title of this thread has been edited by a Square Moderator from the original: "Invoice Reminders"

 

Is there a way to default my account so it does NOT send reminders? I often forgot to turn them off when I create a new invoice. They annoy my customers because they go too soon and too often.

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Square Champion

Solution

Hello @PCM !

 

Yes, you can adjust your template to disable reminders.

 

Dashboard -> Invoices -> Settings -> Invoices

 

Click on the box marked Square Template right under the blue create new button. Then click Edit in the lower right of the screen. You can disable reminders here then save the template.

 

Hope this helps!

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!

View Solution >

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Square Champion

Solution

Hello @PCM !

 

Yes, you can adjust your template to disable reminders.

 

Dashboard -> Invoices -> Settings -> Invoices

 

Click on the box marked Square Template right under the blue create new button. Then click Edit in the lower right of the screen. You can disable reminders here then save the template.

 

Hope this helps!

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!
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Square Community Moderator

Thanks for providing another Best Answer here, @ryanwanner!

@PCM were you able to get this set up on your end?

let us know! 🙂

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



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No, I use the free version. No templates for me.

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