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Level 1

How can I obtain invoice link to share via text message or social media message?

 
4 Comments
QuickBooks Team

How can I obtain invoice link to share via text message or social media message?

I have the steps where you can get the link, projectshopvilla.

 

When you're done creating the invoice, you can open it again and follow the steps below to get the link: 

  1. Go to Sales > Customers.
  2. Select the customer's name on the list. 
  3. Find and open the invoice. 
  4. In the Invoice page, click the drop-down arrow next to the Save and close. 
  5. Choose Save and share link.
  6. Click the Copy link button in the Send your customer a link to their invoice window. Then paste and send it via text or any other messaging platform.

Here's a sample screenshot for a visual reference:

 

 

I'm also adding this article on how to customize your sales transactions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For more questions related to invoices, or other concerns with QuickBooks Online, please add it on your reply below. Have a good day!

Level 15

How can I obtain invoice link to share via text message or social media message?

You need a 3rd party app to do so.

Level 1

How can I obtain invoice link to share via text message or social media message?

Having the same struggle.  I make sales through social media channels.  Today I did get a new prompt when going to invoicing saying it is now easier to share link directly with quickbooks and copy for social media.  However your screenshot doesn't match what I'm seeing.  I just get the error: "Please add the customer's email address to share this invoices's link."  No other option to copy link.  

QuickBooks Team

How can I obtain invoice link to share via text message or social media message?

I'd be happy to help you how to get the invoice link in QuickBooks Online, @brownswoodworking.

 

You may need to enter a dummy email or your customer's email so that the option to get the link will be activated. This way, you can share it on social media with no sweat!

 

I've replicated your concern to show you why you're getting that error message:

 

 

As you can see, when you put an email in the text box, the option to get the link will be available.

 

Now that you're ready to share the invoice through social media, you may consider checking this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. This contains tips and steps on how you can beautify your sales forms to get more sales!

 

Let me know if you have other questions. It will be my pleasure to help you further. Have a good one and wishing your business more profit this year onward!

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