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cvo1
Level 2

Is It possible to send invoice via text?

 
3 Comments 3
JaeAnnC
QuickBooks Team

Is It possible to send invoice via text?

It's nice to see you here, cvo1. Yes, it's possible to send an invoice via text message in QuickBooks Online (QBO), and I'll be happy to guide you on how.

In QBO, you can send an invoice via email, WhatsApp, or link. If you prefer sending them through text, simply copy and paste the link into a messaging medium.

To do that:

1. Go to Sales and select Invoices.
2. Locate the invoice you want to send and click Edit.
3. From the Save and Close dropdown, click Save and Share link.
4. Select the Copy Link. Then, paste it into a text message.


Furthermore, send your customers a reminder to notify them when their invoices are or will soon be overdue in QBO. 

Let me know whenever you have further queries about sending invoices. I'll be always available to address your concerns. Take care and have a good one!

cvo1
Level 2

Is It possible to send invoice via text?

I tried that, but you dont get the drop down option unless the customer has an email address entered. So I put my own mil address in to get the link. Then i had to copy it into another program so i could access the link on my phone to send it as a text. 

There must be a simpler way to do it. 50 % of our customers access all their online services with their phones

AbegailS_
QuickBooks Team

Is It possible to send invoice via text?

Thanks for the additional info, cvo1. I appreciate your interest in sending invoices via text in QuickBooks Online (QBO). While this feature is not currently available, we understand how beneficial it would be for you.

 

To ensure your valuable feedback is heard, we encourage you to share your suggestion directly with the QuickBooks Online support team. They are continuously working on enhancing the platform based on customer input. By providing your feedback, you can play a vital role in influencing future updates and improvements to QBO.

 

Here's how:

 

  1. In your QBO account, go to the Gear icon on the upper right side. 
  2. Click Feedback under Profile.
  3. Type your suggestion in the box and tap Next

 

You can check out the mobile app guide to learn more about what else the app can do. 

 

Feel free to reply below if you have any other concerns about sending invoices via text messages. I'll be around to help. Have a good one.