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steve391
Level 1

How do I send a text message invoice when I don't have an email address

I know I can text message the invoice but if I don't have the email address of the customer and only the phone number how can I send it

1 Comment 1
Rusimyhr
QuickBooks Team

How do I send a text message invoice when I don't have an email address

You can send an invoice via text message by sharing your invoice link with your customer, Steve.

 

To generate and copy the link, you need to first enter an email address in the Customer email field. If you don’t have your customer’s email address, you can use your own email as an alternative to complete this step. Without an email entered, you won’t be able to copy the invoice link for sharing.

 

Here’s how to share an invoice link via text:

 

  1. Go to the Sales & Get Paid under My apps menu and select Invoices.
  2. Locate the invoice you want to send and click View/Edit under the Action column.
  3. Ensure the Customer email field is filled in either with the customer's email or your own.
  4. Click the dropdown arrow beside the Review and send, then choose Share Link, or press Ctrl + Alt + L.
  5. When prompted, select Copy link.
  6. Paste the copied link into your messaging app and send it as a text to your customer.
     

 

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