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Scagkc
Level 1

We were able to text an invoice to a customer - I do not see this - when I click on review and send - that option doesn't appear - what happened. Am I missing something?

How to text an invoice to a customer

2 Comments 2
ZuzieG
QuickBooks Team

We were able to text an invoice to a customer - I do not see this - when I click on review and send - that option doesn't appear - what happened. Am I missing something?

I understand how crucial a smooth workflow is. Let’s walk through some troubleshooting steps to help you review and send your text invoices successfully, Scagkc.

 

To address this issue, begin by adding Intuit as a trusted site. Following that, I recommend troubleshooting browser problems, as this process effectively clears the stored cache and resolves potential conflicts caused by extensions or outdated files. Furthermore, ensure that you are working with a supported and up-to-date browser. Utilizing the latest browser version can greatly enhance both the security and efficiency of your QBO experience.

 

If the problem persists, try accessing QBO via a private or incognito browsing mode. Using this method can help bypass any issues related to corrupted files or settings in your default browser that may be causing display errors, like the missing option you’re encountering.

 

Should the issue remain unresolved, I suggest reaching out to our Live Support Team for personalized, real-time assistance. They can investigate the situation further and help you save and send your invoices through text message without delay.

 

Feel free to reply to this thread if you require any additional support.

Erika_K
QuickBooks Team

We were able to text an invoice to a customer - I do not see this - when I click on review and send - that option doesn't appear - what happened. Am I missing something?

Hi there, Scagkc.
 
Just checking in to see if the solution we shared worked for you. 
 
Did it fix the issue, or are you still having trouble?  

 

Happy to help if you need any more assistance. 

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