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January 8, 2022
Question

Can you text an invoice to a customer

  • January 8, 2022
  • 2 replies
  • 8 views
Just wondering if i can text an invoice to a customer

2 replies

Moderator
January 8, 2022

Hello, daw14-sonic-net.

 

The option to send invoices directly from QuickBooks Online via text messages is unavailable. Instead, you can send your customer a transaction link via SMS to view their invoices from there.

 

Here's how:

 

  1. On the invoice screen, select the Save and share link.
  2. Click the Copy link button.
  3. After that, you can paste it into a text message or another messaging medium.

 

Your sales form layout can also be customized, allowing you to choose what information your consumer sees. Check out this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to add any details if you have any other invoice concerns. I'll be around to help you. 

Fiat Lux - ASIA
Level 14
January 9, 2022

@daw14-sonic-net 

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