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jncliftroadservi
Level 1

Hi I would like to know if I can send invoices thru text massages

 
2 Comments 2
JasroV
QuickBooks Team

Hi I would like to know if I can send invoices thru text massages

You'd be glad to know that you can, @jncliftroadservi.

 

You can copy the link of your invoice and send it via SMS to your customer so they can view their invoice from there. I'd be glad to walk through the steps.

 

  1. Go to the + New menu.
  2. Select Invoice.
  3. From the Customer drop-down menu, select a customer. 
  4. Enter the necessary information.
  5. When you're done, select the Save and share link from the drop-down arrow.
  6. Click the Copy link button, then paste and send it via SMS or any other messaging platform. 2.PNG

 

Alternatively, you can go to the Apps menu or visit our QuickBooks App Center. There, you can find a third-party app that lets you directly send invoices to your customers using text messages or SMS. 

 

Once your customer pays their invoice, utilize this link for guidance in recording it: Record invoice payments in QuickBooks Online.

 

If there's anything else you need assistance with sending invoices, let me know in your reply. I'm just a few clicks away from you.

Fiat Lux - ASIA
Level 15

Hi I would like to know if I can send invoices thru text massages

@jncliftroadservi 

You can integrate MessageDesk with QBO.

Utilize discount code FIATLUX15 to get 15% off for your subscription.

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