Text messaging invoices

I know how important it is to be able to text message clients' invoices. However, the feature is currently only supported in the old invoice layout. I have some alternative solutions that you can use, marcycpa.
 

If your customer has QuickBooks Payments and has chosen to receive text notifications, you can easily send them invoices through a text message. To do so, follow the steps outlined below:

1. Select Sales, and then Invoices.
2. Find the invoice you want to send and select Send from the dropdown menu ▼. If you want to review the invoice first, select Edit instead, then after you’re done, Review and send.
3. Click Text and follow the steps.
    

For customers not using QuickBooks Payment, you still have the option to send invoices via text by sharing the invoice link. Here's how:

1. Open or create an invoice and click the drop-down arrow next to the Review and send button.
2. Click the Share link, and make sure to double-check the transaction date.
    
3. Choose the Copy link button and click Done.
    
4. Once done, send it and share the invoice link via text message outside QBO.

We currently cannot provide a recommendation if you're looking for a specific application. Nevertheless, QuickBooks Online (QBO) works with various applications that you may find useful. Just navigate to the Apps menu and select Find apps.

For additional guidance on simplifying the payment process for your customers, you can check out this article: Send An Invoice To A Customer in QuickBooks Online.

Additionally, learn how you can record invoices in different ways, I've added this article for more details: Record Invoice Payments in QuickBooks Online.

Did you know that our QuickBooks Live Expert Assisted team is readily available to assist you with your customer transactions and reports? They can help ensure you have a clear understanding of your business's financial status at all times.

Let me know if you have further questions when sending invoices. I'm always right here to help.

I sincerely appreciate your prompt response and willingness to help. However, as a QuickBooks staff member, I believe it’s crucial to ensure that responses are both accurate and directly address the question at hand. My specific inquiry was about how to send an invoice directly via text message through QuickBooks. Manually copying and texting a link from our office phone doesn’t present the same level of professionalism. Could you clarify why this feature was removed?

Additionally, my question regarding apps was intended for other CPAs in the community who may have discovered a workaround. Given the fees we pay QuickBooks each month, this functionality should ideally be available.

Your efforts in following up on this topic have not gone unnoticed, Marcycpa. As someone who also depends on QBO for accurate and efficient bookkeeping, I recognize your feelings about texting invoices being more efficient than manually copying and pasting links.

Nevertheless, if you have a QuickBooks Payments subscription, you can follow the steps outlined by my colleague above and send invoices directly to your clients through text.

Furthermore, if you haven't signed up for QBO Payments yet and want to begin sending invoices through text message, you can apply directly on their website or sign up through your existing QBO account. I'll show you how:

1. Go to the Gear icon, then navigate to Account and Settings.
2. Click  Payments, and hit the Activate payments button.
3. Fill in all the needed information about you and your business in the payments signup window.
4. Add a bank account (where your funds will go once you get paid).
5. Once done, select the Review and Finish option.

Moreover, please note that the QuickBooks Payments account is subject to eligibility criteria, credit, and application approval. To learn more about this process and the agreements, check out these guides: 

• Sign up for QuickBooks Payments
• Merchant Services Agreements 

Our team is always here to make your QuickBooks experience smooth and hassle-free. Hit the Reply button below if you want to know more about QuickBooks Payments or need further assistance with your QBO invoices. We're committed to supporting your success every step of the way.

QuickBooks Online doesn’t currently have a built-in feature to send invoices via text, and as you mentioned, their workaround is just copying the invoice link manually, which isn’t ideal. As for third-party apps, some users have had success with Podium and Thryv, which integrate with QBO and allow SMS invoicing.

Another option could be 3-rd party tools, which can automate sending invoice links via SMS through Twilio or other messaging services. It might take some initial setup, but once configured, it should save time compared to manual texting.

Thank you so much for your help.