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lmmcgill
Level 1

Is it possible to text an invoice to a client with a link to pay?

 
11 Comments 11
john-pero
Community Champion

Is it possible to text an invoice to a client with a link to pay?

No, only email. In fact most texting services do not allow attachment of pdf files. You can print an invoice and take a picture of it to send and if you could ascertain the https link for paying that particular invoice you could include it in the text.  Usually if one can receive texts they can also receive email on the same device

KlentB
Moderator

Is it possible to text an invoice to a client with a link to pay?

Hi there, lmmcgill.

 

Currently, we're unable to directly send an invoice via text message. Though, you can send an invoice link to your customers over SMS so they can view and pay their invoice using the Save and share link feature. I'll show you how to do it:

 

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

 

 

Altertnatively, you can visit our QuickBooks App Center to find a third-party application that can directly send invoices to your customers using text messages or SMS.

 

With QuickBooks Online, you can also personalize the invoices so your customers will recognize your brand.

 

If I can be of any additional assistance, please don't hesitate to insert a comment below. Stay safe and healthy.

Fiat Lux - ASIA
Level 15

Is it possible to text an invoice to a client with a link to pay?

@lmmcgill 

You need a messaging app and a connector to QBO to do so.

JM_Reno_NV
Level 3

Is it possible to text an invoice to a client with a link to pay?

Yes! You can use SnapDesk (found on the Quickbooks app store) to automate invoice collection via text message.

 

They sync your Quickbooks invoice links over and let you send the link via text message in a customized message at chosen intervals. 

 

You can learn more about SnapDesk x Quickbooks here: SnapDesk & Quickbooks online Integration 

Tshaffer1
Level 3

Is it possible to text an invoice to a client with a link to pay?

Hi there!

Yes there is! You can use SnapDesk (I found it on the quickbooks online app store) to send invoices via text message.

 

You can send individual invoices as one off collections or send them out in bulk on defined schedules until the invoice gets paid.

 

I've linked more information below if you're interested! So far I've loved their customer service so I'd suggest giving them a call at the very least

 

SnapDesk & Quickbooks | Text invoices directly to customer phones 

View solution in original post

Tshaffer1
Level 3

Is it possible to text an invoice to a client with a link to pay?

@john-pero Hey John! 

 

There is a way to do this now! Snapdesk is a text messaging app that allows you to send your Quickbooks invoices to all your clients, it's on the Quickbooks app store!

Check it out here:

 

https://snapdesk.app/guide-small-business-invoicing/

JM_Reno_NV
Level 3

Is it possible to text an invoice to a client with a link to pay?

Hey John, MessageDesk is a texting platform that plugs into QuickBooks Online directly and can automatically send invoice pay-links to your customers. Enabling them to pay your invoices directly on their phone with text-2-pay.

You can learn more about how it all works here https://messagedesk.com/integrations/quickbooks-online/

jojo1616
Level 1

Is it possible to text an invoice to a client with a link to pay?

Has this been updated yet? How do you text an invoice to a client with a link to pay? 

Kevin_C
QuickBooks Team

Is it possible to text an invoice to a client with a link to pay?

Thanks for chiming in on this thread, @jojo1616.

 

At this time, the option to send an invoice via text message directly isn't available. However, you can send an invoice link to your customers over SMS so they can view and pay their invoice using the Save and share link option. 

 

In the meantime, I suggest utilizing a third-party app that can directly send invoices to your customers using text messages. Simply hover over to the Apps menu inside your QBO account and look for an app.

 

We also recognize how beneficial sending an invoice link directly via SMS is for you and your business. While this option is unavailable, I recommend sending your feedback to our Product Development Team so they can review it and perhaps consider adding this in our future updates. Here's how:

 

  1. Log in to your QBO account.
  2. Go to the Gear icon, then tap Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Additionally, check out this article to learn more about personalizing and adding specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me posted if you have any other questions about invoice transactions in QBO. I'm a few clicks away to help. Have a good one!

Fiat Lux - ASIA
Level 15

Is it possible to text an invoice to a client with a link to pay?

@jojo1616 

You still need a 3rd party app at this time. Explore MessageDesk and use promocode FIATLUX15 to get 15% off

jlayne
Level 1

Is it possible to text an invoice to a client with a link to pay?

You should look into https://hyfin.app  it connects to your Quickbooks account and automatically sends out your invoice via text and email to get paid. It also posts the payment back to the invoice in Quickbooks keeping everything streamlined.

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