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Experienced Member

Is there a way to send an email or text invoice to customers?

 
3 Comments
Established Community Backer ***

Re: Is there a way to send an email or text invoice to customers?

Yes. Almost every version has email of invoice as an option when creating invoices. 

Experienced Member

Re: Is there a way to send an email or text invoice to customers?

I am talking about a sales transaction, not an invoicing for products or services from a vendor aspect..  So when a customer calls and says she wants to put her boat repairs on a cc, I don't want to type in the info, I would like to send her a text invoice to her phone so she can input her own cc info to process.  I just switched to intuit payments from another provider and this is a big aspect of our remote sales.  Also using the Bluetooth card reader on our gas dock and need to be able to use a decimal to sell gas, any way of doing that?  I can't charge someone 15 gallons if they only dispensed 14.3 gallons, rounding won't work in that situation.

 

QuickBooks Team

Re: Is there a way to send an email or text invoice to customers?

Thanks for getting back to us with more details, @Patti49.


An invoice is also a sales transaction that allows customers to pay online for the services performed. They can choose whether to use bank transfer or credit card.


Sync your Merchant account to QuickBooks to get started. Here’s how:

  1. Go to the Gear icon and select Account and Settings.
  2. Choose Payments.
  3. On the Existing account section, click Connect. (See screenshots)
  4. Follow the on-screen instruction to complete the process.

Connect 1.PNG Connect 2.PNG

Check out this article for more details: Connect your Payments account to QuickBooks Online.


Right after, create the invoice and send it to your customer. Follow the steps below:

  1. From the Plus icon and select Invoice.
  2. Choose the customer on the drop-down.
  3. Enter Customer email and other necessary information.
  4. Place a checkmark next to Cards and Bank transfer on the Online payments section.
  5. Under the Product/Service column, click +Add new.
  6. Select Service on the Product/Service information.
  7. Type in the name of the service item.
  8. Fill out the rest of the information, then click Save and close.
  9. Hit Save and send on the invoice screen.

Once sent, have them access their email address and enter the credit card information to pay for the transaction. For reference, check out the following articles:

When processing payments using a Bluetooth card reader, enter the right decimal value of the item to charge the correct amount. If you’re unable to do so, I recommend contacting our Payments Team for assistance in performing some troubleshooting to fix the issue. 


They are available from Mondays to Fridays from 5 AM to 7 PM PT, and 6 AM to 4 PM PT on Saturdays. Here's how to contact support: Contact QuickBooks Payments.


Reach out to me if you need anything else. I'm always available to help. Have a good one!