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March 5, 2024
Question

Is it possible to text an invoice to customer for payment?

  • March 5, 2024
  • 1 reply
  • 8 views
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1 reply

QuickBooks Team
March 5, 2024

Welcome to the QuickBooks family, cityviewtow. I've got a workaround for you to text an invoice to your customer.

 

Please know that sending invoices directly through text messaging is unavailable. You can share an invoice link through SMS or messenger service instead. I'll show you how:

 

  1. Go to the +New button, then Invoice under Customers.
  2. Fill up the template with the necessary information.
  3. Select the drop-down arrow next to Save, and choose the Save and share link.
  4. Click the Copy link button to paste and send it via text or any other messaging platform.

 

Here's an article about the different options for saving or sharing this form: Create invoices in QuickBooks Online.

 

Save this guide for detailed steps on receiving single or partial payment for an invoice: Record invoice payments in QuickBooks Online.

 

Feel free to reply to this thread if you have more questions about invoices or other sales form concerns. I'll be here to assist you further. Have a productive day!