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erikslikkerveer
Level 1

Send Invoices Through Text Message?

While reading through this community, I see a lot of peoples problems with sending their invoices over email. 

1. Their invoice won't send over email

2. The customer cannot find the invoice email

3. Email takes too long to respond to 

 

So my question is, is there any way possible to text messaging to send my invoices? Perhaps attach my invoice document to a text message and send that text message to all applicable customers. 

 

If you've experimented with anything like this, please let me know. 

 

Thanks! 

 

21 Comments 21
Rose-A
Moderator

Send Invoices Through Text Message?

Hi, erikslikkerveer.

 

QuickBooks offers a user-friendly method for sending invoices to your customers. You can send a transaction link via SMS to your customers so they can view their invoices from there.

 

Here's how:

 

  1. On the invoice screen, click the Save and share link.
  2. Click the Copy link button.
  3. You can send the link via SMS to your customers.

To get more details about this process, here's an article for your reference: Create invoices in QuickBooks Online. It contains additional information on how to receive payments through QuickBooks payments or ACH transfer.

 

Feel free to drop me a reply below if you have any other invoice concerns. I'll be around to help. Have a good one.

erikslikkerveer
Level 1

Send Invoices Through Text Message?

Hi!

 

Thanks for the help, I really appreciate it. I do like texting my invoices, but I was also looking for an app that can integrate with QBO and send automated invoices through text message? Anything along those lines

 

Thanks!

Angelyn_T
QuickBooks Team

Send Invoices Through Text Message?

I appreciate you for getting back to us here on the Community page, @erikslikkerveer.

 

QuickBooks integrates with multiple third-party apps. At this time, you can look a supported one that'll help you achieve your goal through the app center or from the Apps tab.

 

To look for an application using the app store:

 

  1. Open this link: https://quickbooks.intuit.com/app/apps/home.
  2. Set the US as a country/region.
  3. Search for an application from the search field.

 

From the Apps tab:

 

  1. Open your QuickBooks Online account, then go to the Apps tab at the left pane.
  2. Look for an application from the Find Apps column.

 

To learn more about creating and sending invoices, feel free to read the details from this link.

 

Aside from emailing invoices, you can also print them by following the instructions from this article: Print Invoices.

 

That should point you out in the right direction today. Keep me posted if you have any other questions. I'm a few clicks away to help. Have a good one!

Tshaffer1
Level 3

Send Invoices Through Text Message?

Hi @Angelyn_T @erikslikkerveer 

 

Check out SnapDesk! https://snapdesk.app/

It's on the Quickbooks App Store, has great reviews, and I'm currently using it so I highly recommend! Not sure why the QuickBooks Team isn't knowledgeable about the apps in their own app store, they should be promoting this to their customers! It has helped me tremendously with my small business.

MPP315
Level 3

Send Invoices Through Text Message?

What about integrated apps for Desktop?

Tori B
QuickBooks Team

Send Invoices Through Text Message?

Hey there, @MPP315

 

Thanks for following the thread. I'm happy to provide the link to the integrated apps for Desktop. 

 

Check out the link I've included below to access the website that contains all of our integrated apps for QuickBooks Desktop. 

 

You can search directly for apps in the upper right corner of the screen. Or feel free to scroll through them and check them all out. 

 

 

Let me know if there's anything else that I can do for you. I'll be here every step of the way. You can reach out to the Community at any time. Have a wonderful weekend!

tokui
Level 1

Send Invoices Through Text Message?

Hey there!

 

I've found a great way to send invoices over text. I use MessageDesk.com. This company integrates with QBO and makes it super easy to text invoices and even schedule them. 

 

I get paid faster using MessageDesk especially because clients usually check their texts more frequently than email.

 

Hope this helps!

tokui
Level 1

Send Invoices Through Text Message?

Hey there!

 

 MessageDesk.com integrates with QBO! I use this app on my desktop. It's great for sending invoices and scheduling them easily.

 

Hope this helps!

Fiat Lux - ASIA
Level 15

Send Invoices Through Text Message?

You can integrate MessageDesk with QBO as mentioned by tokui 

Utilize discount code FIATLUX15 to get 15% off for your subscription.

 

jlayne
Level 1

Send Invoices Through Text Message?

Check out https://hyfin.app. The Hyfin platform automatically sends a text message, email or both to your customer with the Quickbooks invoice attached as soon as you save the invoice in Quickbooks. 

AdrianG001
Level 4

Send Invoices Through Text Message?

Here's how:

 

Go to the Invoices menu at the left pane.
Look for the invoices and click the Send link under the Action column.
Enter the necessary information, and then tap Send when you're ready.

 

Once done, you can copy the link from your email and send them via text message 

 

Alternatively, you can visit our QuickBooks App Center to find a third-party application that can directly send invoices to your customers using text messages or SMS.

Decks
Level 1

Send Invoices Through Text Message?

That doesn’t work for me. I have tried many times and it always fails. I can copy the link with no problem but I can’t send the link. The video from quickbooks ends after you click copy. It doesn’t do any good to copy the link when all you can do is open the link on your own device but can’t actually text it to your customers.

RoseJillB
QuickBooks Team

Send Invoices Through Text Message?

Hello there, @Decks.

 

Currently, we are unable to send an invoice directly through text message. Although, the option given is not direct from QuickBooks Online (QBO) through SMS. However, you can use the Save and Share link option to send an invoice link to your customers by SMS so they can view and pay their invoices.

 

While considering your suggestions, I also recommend you send this feedback directly to our product engineers. Doing so will enable us to comprehend what features business owners demand to conveniently use the product. Here’s how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion.
  4. Click Next to submit feedback.

 

Once your clients decide to pay, you can start recording and receiving invoice payments in your company file to keep your records in shape.

 

Stay in touch if you have more questions regarding invoices. The Community always has your back. Have a great day!

cbroofing
Level 1

Send Invoices Through Text Message?

question, do you have to use your cell phone number? or do they issue you a testing number?

CharleneMaeF
QuickBooks Team

Send Invoices Through Text Message?

Sending links via SMS is a great functionality offered by QuickBooks Online, cbroofing.

 

When using the Save and share link feature, you can use your phone number to send the invoice's link to your customer. I'll show you how to do it:

 

  1. Go to the + New button, then select  Invoice.
  2. From the Customer drop-down menu, select a customer. 
  3. Enter the necessary information.
  4. Select the Save and share link button from the drop-down arrow.
  5. Click the Copy link button, then paste and send it via SMS.

 

Alternatively, you can utilize different messaging platforms like Messenger, Viber, and others to send the message.

 

Once your customer pays an invoice, record the payment to balance your accounts and ensure your books are accurate.

 

I'm here to assist you with any future concerns you may have regarding managing your sales transactions in QuickBooks. Feel free to post your questions or any follow-up inquiries on this topic, and I'll be happy to help.

mtayyab594
Level 1

Send Invoices Through Text Message?

can we send Invoices through sms in Pakistan I have tried zapier but it only supports UK and US only

ChristieAnn
QuickBooks Team

Send Invoices Through Text Message?

Welcome to the QuickBooks Community, mtayyab594. Let me provide information and alternative steps to achieve your goal.

 

As previously stated, utilizing the Save and share link option allows you to copy the link of the invoice and send it to your customer by SMS. They can then view the entire contents of their invoice from there. With this, yes, you can deliver invoices through SMS in Pakistan as long as you copy the correct URL to the relevant phone number.

 

Additionally, you can also visit the Apps menu within QBO so you're able to see hundreds of apps that you can integrate into QuickBooks. This way, it'll help you directly send invoices through sms in Pakistan.

 

Here's how:

 

  1. From the left menu, select Apps.
  2. Go to the Find apps tab.
  3. Enter the app name in the search bar or select the Browse category dropdown arrow menu to find a specific app.
  4. Once you find the app, click Get App Now.

 

Lastly, refer to this article to see information on how the Sales page helps you view different statuses of all your sales entry: View sales transactions.

 

You can click the Reply button below if you have any other concerns about managing invoices in QuickBooks. I'm always around to help, mtayyab594. Have a good day ahead.

meannelaw
Level 1

Send Invoices Through Text Message?

Any way with Desktop Version?

Mich_S
QuickBooks Team

Send Invoices Through Text Message?

I can certainly understand how an ability to send invoices through mobile text messages could be useful when running your business, meannelaw. Let me share some information about it and a workaround.

 

Currently, this functionality is only available in the QuickBooks Online version. I recommend providing feedback about this to help our engineers enhance your experience when using the software. Here's how:

 

  1. Go to the Help menu, then hit Send Feedback Online
  2. Select Product Suggestion.                                                                                                                                                                           
  3. Enter your suggestion "Send invoices through text messages (SMS)".
  4. Fill in all the needed information.
  5. Once done, click on Send Feedback.

Your ideas are valuable to Intuit. You can stay up-to-date with the latest news about your product by exploring Intuit's Product Updates webpage.

 

In the meantime, I'd recommend checking our QuickBooks Desktop App Store for apps that have your desired feature available.

 

I'll be around to assist if there are any additional concerns regarding invoices or QuickBooks in particular. Take the best care!

Brog139
Level 1

Send Invoices Through Text Message?

Is there a way to send an invoice via text without an email address?

 

QueenC
Moderator

Send Invoices Through Text Message?

Welcome to the Community thread, @Brog139. I'm here with some information about sending invoices in QuickBooks Online (QBO) and helping you achieve your goal.

 

For the time being, the ability to send invoices through text is unavailable in QBO. I can see how you would want to have this feature as this is undeniably convenient and would benefit not just you, but other users as well. 

 

That being said, let's send this feature request to our Product Developers so they can consider adding this in future updates. Rest assured, they're constantly working to help you experience the best of QuickBooks. 

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Click Next to submit.


Another easy way to share your feedback is to enter it through this link: QuickBooks Online Feature Requests.

 

In the meantime, you can consider sharing your invoice link with your customers through text. Here's how:

 

  1. From the Invoice page, click Save and share link.


     
  2. Copy the link and send it to your customer.

 

Additionally, when the email address that you're referring to is the Customer-facing email, please know that this can't be removed as this comes with the invoice, indicating that it's from the specific company. You can however change it, as a workaround. 

 

Moreover, here's an article that'll help you level up your business communication by personalizing the appearance of your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let me know if there's anything I can help you with by leaving a comment below. I'm here to ensure that you can manage your invoices seamlessly. Keep safe and have a good one. 

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