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projectshopvilla
Level 1

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

 
9 Comments 9
RenjolynC
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!

Fiat Lux - ASIA
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.

brownswoodworking
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.  

MarsStephanieL
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!

brownswoodworking
Level 1

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

I would love to see this incorporated in the mobile app

brownswoodworking
Level 1

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

I would love to see this incorporated into the mobile app

MaryLandT
Moderator

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

You can send a request about having this feature to be available on the mobile app, brownswoodworking.

 

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. And, here's how to send a request:

 

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.
     

Please track feature requests through the QuickBooks Online Feature Requests website.

 

I'm also adding these articles to help manage sales: 

Stay in touch with me if you need more help with QuickBooks. Have a great day ahead!

mloveras
Level 1

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

Is there a way to obtain invoice links for a batch upload?

CharleneMae_F
QuickBooks Team

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

I'll show you a way on how to obtain a link from your invoice, mloveras.

 

In QuickBooks Online, we can only generate a link on your invoices individually. I'm glad to show you how.

 

  1. Go to the Sales menu.
  2. Select Invoices.
  3. Locate the invoice you'd like to generate a link.
  4. Click the drop-down menu under Action.
  5. Choose Share invoice link. Ensure to add an email to the transaction.
  6. Once done, click on Copy link.

Capture.PNG

 

I also understand how this feature can be beneficial to your business. Not to worry, you can send a feature request directly to our Product Development team from QuickBooks Online. By doing this, we can improve your experience with the program.

 

Here's how:

 

  1. Go to the Gear menu and select Feedback.
  2. Type in your feature request in the description box and click Next.
  3. You'll be provided a list of suggested Help articles related to your comment. Select Skip and send message.
  4. Click the drop-down list, choose the appropriate category, and then select Send message.

Capture1.PNG

You can also track feature requests through the QuickBooks Online Feature Requests website.

 

Additionally, I encourage personalizing your invoices in QuickBooks Online. This helps you add the specific details you'd like your customer to see once they receive the email.

 

In case you'll need further assistance generating links from your invoices. Please let me know so I can get back to you as soon as possible. Have a good one.

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