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Join nowMy customer doesn't use email so how do I text the invoice to them using QB Online?
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Hello there, titanuplawn. I'm here to help you make sure that your customer receives the invoice link without any issues.
To send an invoice via text, you can share the link of the specific invoice with your customer by copying and pasting it. However, to copy the link, an email must be entered in the customer email field first. You have two options - either enter your customer's email address or use your email as an alternative. If you haven't entered an email in the Customer email field, you'll receive a prompt. Therefore, it's important to make sure to enter an email address in this field before copying the link.
Here's how:
For more visualization, you can refer to the screenshot below:
Furthermore, you can record the payment in QuickBooks once your customer pays the invoice. You can refer to this article: Record invoice payments in QuickBooks Online.
You can always ask me if there's anything you find confusing as you send your invoice to your customer. Just let me know in the comment section and I'll be glad to help you out.
I appreciate you for letting us know here today, titanuplawncaret. Let me provide insights to help rectify missing option when sharing invoice links with your customers.
Based on your screenshot provided, you're using the QuickBooks Mobile app. The stored cache may cause unusual behavior in the program. We can perform some troubleshooting steps to refresh data into its default state. This process plays the same role as clearing the cache from your regular web browser. To do this:
If you're using an iOS, follow the steps below:
Otherwise, refer to this instruction for Android:
Also, you can perform some fixes on any app-related issues to rectify stored cache data on your mobile app. Here's how:
If the issue persists, uninstall and reinstall the mobile app. It's to ensure you get the most recent version of the application. To do so, refer to this page: QuickBooks Mobile App.
Moreover, I'm sharing this reference to help you track and record customer-paid invoices in your account: Receive an invoice payment using the QuickBooks Online mobile app.
I'm always ready to back you up if you require additional assistance managing customer-related tasks. Feel free to reply below, and I'll ensure to get you covered at any time. Have a good one!
Hello there, titanuplawn. I'm here to help you make sure that your customer receives the invoice link without any issues.
To send an invoice via text, you can share the link of the specific invoice with your customer by copying and pasting it. However, to copy the link, an email must be entered in the customer email field first. You have two options - either enter your customer's email address or use your email as an alternative. If you haven't entered an email in the Customer email field, you'll receive a prompt. Therefore, it's important to make sure to enter an email address in this field before copying the link.
Here's how:
For more visualization, you can refer to the screenshot below:
Furthermore, you can record the payment in QuickBooks once your customer pays the invoice. You can refer to this article: Record invoice payments in QuickBooks Online.
You can always ask me if there's anything you find confusing as you send your invoice to your customer. Just let me know in the comment section and I'll be glad to help you out.
I appreciate you for letting us know here today, titanuplawncaret. Let me provide insights to help rectify missing option when sharing invoice links with your customers.
Based on your screenshot provided, you're using the QuickBooks Mobile app. The stored cache may cause unusual behavior in the program. We can perform some troubleshooting steps to refresh data into its default state. This process plays the same role as clearing the cache from your regular web browser. To do this:
If you're using an iOS, follow the steps below:
Otherwise, refer to this instruction for Android:
Also, you can perform some fixes on any app-related issues to rectify stored cache data on your mobile app. Here's how:
If the issue persists, uninstall and reinstall the mobile app. It's to ensure you get the most recent version of the application. To do so, refer to this page: QuickBooks Mobile App.
Moreover, I'm sharing this reference to help you track and record customer-paid invoices in your account: Receive an invoice payment using the QuickBooks Online mobile app.
I'm always ready to back you up if you require additional assistance managing customer-related tasks. Feel free to reply below, and I'll ensure to get you covered at any time. Have a good one!
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