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How do I set up reminders on automatic and recurring payments?

The title of this thread has been edited from the original: Reminders on automatic and recurring payments

I would like to send a "5 days before" reminder to customers that their automatic and recurring payment will be charged to their card on file.

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Verified Answer

Re: Reminders on automatic and recurring payments

@awa I see what you're talking about now. 

 

It's weird, if you select "Send Invoice by email" as the Invoice method it will allow you to setup reminders and your customer can add their card to be automatically charged for the remaining invoices. I'll make sure to flag this to the Invoices Team. 

 

I've also gone ahead and moved this thread to the feature request board, so we can track all of the feedback in one place. 🙂

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Re: Reminders on automatic and recurring payments

This would be a great feature to add!

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Admin

Re: Reminders on automatic and recurring payments

Hello @awa and @Twistedhornmead

 

You can do this right now on Square Invoices! When creating an Invoice you'll see the option to add an automatic reminder under more options. From here you can customize how many days in advance you want the reminder to be sent out at. 

 

If you have questions one how to set this up, please feel free to reach out to me! 

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Re: Reminders on automatic and recurring payments

Thank you for the response! I do use this feature in regular invoices. I’m looking to do it with recurring automatic credit card charges. This option isn’t available for these type of invoices. 

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Admin

Re: Reminders on automatic and recurring payments

@awa I see what you're talking about now. 

 

It's weird, if you select "Send Invoice by email" as the Invoice method it will allow you to setup reminders and your customer can add their card to be automatically charged for the remaining invoices. I'll make sure to flag this to the Invoices Team. 

 

I've also gone ahead and moved this thread to the feature request board, so we can track all of the feedback in one place. 🙂

Message 5 of 16
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Re: Reminders on automatic and recurring payments

Thank you so much, Chad! I was able to download an extension called “boomerang for gmail” which will allow me to schedule and send reminder emails when I want for my auto billed clients. But having Square for all my services would be preferred and awesome. 

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Re: Reminders on automatic and recurring payments

Is there a way to customize payment reminders for invoices?

I'd like to edit the language in the email, and I'd also like to preview how the email will look to my customers @Chad

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Admin

Re: Reminders on automatic and recurring payments

Hello @ELOrlando, Helen here stepping in for Chad!

 

You can edit reminders and add a message for a reminder from the Invoices section of your online Dashboard. Click InvoicesDefaults > then click Edit Reminders. To add a message, click the three dots to the right of your reminder.

 

 

 

You can also view a preview of your invoices before sending one:

  • From the Invoices section of your online Dashboard click Create Invoice > enter the details > click Preview at the top of the screen.
  • From the Square app tap Invoices > Create Invoice > enter the details and scroll all the way down > tap Preview
Helen
Seller Community Manager, Square
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Re: Reminders on automatic and recurring payments

Hello Helen,

 

I would like to request the similar feature for the recurring payments where payment method is selected as 'Charge *** ending in ' instead of 'send invoice by email'.

It is time consuming for us to send separate reminder emails to those customers.

 

Please let me know if there is any update regarding this feature!

 

 

 

 

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Re: Reminders on automatic and recurring payments

This only seems to work if i'm emailing an Invoice. I have the customers card on file and they would like to be notified the day before their card is charged. The have a payment plan and pay monthly. Unfortunately the amounts are not the same so i can't use Recurring or Split

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