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Hi,
I have QB Online, and I have noticed when I am in my browser on my iPad I can “send a link” to the invoice rather than sending an email (most of my clients don’t want more emails, they want texts). However when I am trying to use the QB mobile app, there is no option to “send a link.” Only email. I’ve attached a screenshot showing my quandary on my QB mobile app.
Am I missing something? It seems like an oversight on QB’s part to not allow for sending links on QB mobile.
Additionally, if QB can store my client’s email in their profile and email an invoice, why can’t QB text the invoice to the mobile number stored in my client’s profile? I read a reply in another thread where the QB employee suggested an outside source, but that seems inefficient and costly to pay and link another third party to do the work. Instead of QB texting the client directly, I have to go to Safari, copy the link myself, go back to messages and paste the link.
