How do I automate reminders for Invoices that are past due?

[debsfitness2727]

How do you set up an automatic reminder for past due invoices daily?

[Helen · Accepted solution]

@debsfitness2727 You can set up automatic reminders for an Invoice from your online Square Dashboard:

1. Sign in to your Dashboard from a web browser.
2. Click Invoices > Create Invoice.
3. Scroll down to More Options and check the box next to Reminders. The default is to send a reminder after 1 and 3 days after the due date:
4. Click Edit Reminders to add more reminders, e.g. 1, 2, 3, 4 days after the due date (or on the due date, or before the due date😞
5. Click Done to save your reminders.
6. Fill in the rest of the invoice and send it to your customer.

As soon as the Invoice has been paid, the reminders will stop! 

[zder]

My preference would be for Payment Reminder edits (reminder type and number of days as well as message) made in the web Dashboard to be persistent from one invoice to another, and accessible via the iOS Square app.