Invoice message always has old information

[Randem]

When creating a new invoice, the message area has old information and there seems no way to correct it except as Square told me "Change it every time you create a new invoice". I find this terrible advice. It should be able to be changed in settings and hold. Even if I change it in the new invoice, each new invoice reverts to the same old message. How can this be stopped? Support with AI totally sucks!!! It cannot answer any problem that is not standard...

[Minion]

Hi @Randem 

So that definitely isn't the ideal piece of advice from support, sorry to hear that.

Did support have you go through your invoice settings by chance?

From a browser, if you login to your Dashboard and then on the left hand side navigate to Invoices and click on that.

Again, on the left side, scroll down to Settings > Invoices

Once that loads up, you will most likely see a "default" template.  You can either click on that one, or choose to create a new one.  For troubleshooting purposes, I would choose your default template.  Click on that to highlight it, then click edit in the bottom right corner.

Now you can go ahead and edit that template as you see fit.  Once you are finished, be sure to hit Save Template in the top right hand corner.   

Now try and send a test invoice to yourself and see if the changes have changed.

Let us know how it goes.

[Randem]

Thanks, I did everything except see the "Edit" at the bottom right of the screen. It is just not where ones eye goes for there was nothing there previously. It might be better if there was a big blue button where the selections appear. I change it and we will see how it goes...

[Minion]

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@Randem wrote:

Thanks, I did everything except see the "Edit" at the bottom right of the screen. It is just not where ones eye goes for there was nothing there previously. It might be better if there was a big blue button where the selections appear. I change it and we will see how it goes...

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I agree, I missed it a couple times as well, along with the save one.