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KevinsMobileAutoRepair
Level 1

How to send estimates and invoices via text message without having email

I'm trying to send estimates and invoices to my customers via text message. I see that the way to do that is to fill out the estimate/invoice, then click the 'share link' option and copy the link to a text message. However, when I do that, I don't get a link, and I get a message saying 'Please provide customer email'. I have almost none of my customers' email addresses and do not wish to send an email. It would be unusual and needlessly cumbersome in my industry to insist on all of my customers giving me an email address to receive an estimate. How do I send a link without having their email?

2 Comments 2
KimberlyS
QuickBooks Team

How to send estimates and invoices via text message without having email

I can see that you prefer sending estimates and invoices via text message as it is more convenient for your business process, Kevin. Let me add some insights regarding copying corresponding links without entering an email in QuickBooks Online.

 

Customer's email addresses are required when copying estimate and invoice links. In the meantime, you can create a dummy email address or utilize your personal email to help generate links. You can also turn off the Send later option in an invoice to prevent the system from asking for an email. Here's how:

 

  1. Create a new invoice or open an existing one.
  2. Click on Manage, then head to the Scheduling section.
  3. Toggle off the Send later option.
  4. Select the Share link from the designated dropdown to get the link.

 

On the other hand, it can be beneficial to get estimate links without adding a customer email address for a seamless transaction. Hence, I recommend sending feedback directly to our product development team. They might incorporate your suggestions in future product updates to ensure they meet different business needs.

 

Moreover, consider scanning these resources for guidance on converting estimates to an invoice and receiving customer payments:

 

 

Utilize the Reply button if you have other queries when sharing the links of your sales forms in QuickBooks Online. We're here to provide all the possible help when needed.

beancounter1234
Level 1

How to send estimates and invoices via text message without having email

@KevinsMobileAutoRepair You can use Fazeshift [removed] to send estimates and invoices to your customers via text message, it integrates directly with Quickbooks to grab the link and customer phone number. No email required. 

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