Feature Request: Edit Default Reminder Settings on Invoices

[amjessey]

It would be helpful if the default 'Schedule payment reminders for this invoice' setting for deposit payments and balance payments could differ and therefore each have their own schedule.

In addition to this it would be beneficial if we could write a default message that will be sent with each reminder so we do not have to manually create one in each reminder in the Invoice, again the message for deposit reminders and balance reminders should be independently set.

And lastly, to save the user valuable seconds, it would be beneficial if there was a shortcut to 'Edit payment schedule' in the 'Payment Schedule' section in the right hand side pop-out panel in the Invoices list: https://squareup.com/dashboard/invoices 

The reasons for the independent schedules and messages is that official points in an order is the exchange of money: when deposit payments are paid the client and the seller enter a contract and this ends when the balance is paid at the end. Before the deposit payment is made there is no obligation to pay and he can choose not to proceed if he wishes, whereas balance payments are debts for work carried out at the end of the order and this is an obligation to pay. For this reason, the context of each payment request is quite different and we therefore may choose to have a longer schedule of reminders on deposit payments or no reminders at all, as well as a different worded message in each request for payment. On this point, in the email reminder for deposit payments sent to the client the "payment overdue" wording should be changed to something more neutral and red colouring removed.

Regarding Estimates, it would be beneficial if the default message that appears at the top of the Estimate is not carried over to the Invoice. Currently it is, so whenever an Invoice is created from an Estimate, whatever default message is written at the top of Invoices is overwritten by the default Estimates message and therefore never seen. 

Please also remove the exclamation mark from "You accepted an Estimate!" email subject line.

Thank you.

[tranguyen]

Hi @amjessey, thank you for sharing this! These are really great suggestions and I'll be sure to flag them to the Product team for future updates. 

I'd just like to get a bit more information regarding the first point - setting different schedule reminders for the deposit payments and balance payments. At the moment, you should be able to customise these for both the deposit payments and also for each of the balance payment.

While the choice is limited (you can only set it it for x day before the due date, on the due date or x day after the due date), you can varied it for each payment. Is there a different way you would like to set these reminders?