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user41903
Level 1

Can i text invoices to a customer?

Having problems with Emails going to spam and need a better way to insure customers get the invoice to pay right a way
3 Comments 3
TirzahC
QuickBooks Team

Can i text invoices to a customer?

Let's try a few solutions so your customers will receive the invoices, user41903. 

 

To clarify, may I know if you encounter any error messages when attempting to send invoices in QuickBooks Online (QBO)? This information is a great help so I can verify if there's any existing investigation about this.

 

As a workaround, you need to set Intuit’s service related email addresses as a safe sender or whitelist it on your customer’s account for them to receive important communications. 

 

Second, you can look for compatible third-party applications in QuickBooks Online to send text the invoice. Here's how: 

 

  1. Go to Apps
  2. Click Finds Apps.
  3. Type  in the Search for an app field.
  4. If you have found the app you're looking, just click Get App Now.


Third, you can :

  • Save invoices as a PDF and send them via email through your business or other email address. 
  • Send a customer the link to their invoice through SMS or messenger service and Simply click Save and share link, then select Copy link, and paste it to your SMS.
  • Save the invoice as a PDF, print it, and send their invoice via email.

 

And lastly, QuickBooks Online doesn't have any feature to sent a notification through text for their invoice. I can see how this feature would be helpful for you, I'd recommend sending feedback directly to our product developers for future updates. 

 

Here's how you can send feedback: 

 

  1. Click the Gear Icon.
  2. Select Feedback.
  3. Click Next and choose Feedback under Category option.
  4. Select Save.

 

Additionally, you might want to check this article that can guide you in personalizing your invoices base on the information you need: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Once your customers pay what they owe, you can record the payment in QuickBooks. Check out this article as your guide: Learn how to receive and record invoice payments in QuickBooks Online.

 

If you have further questions, just let me know by leaving a comment below. I'm always glad to help. Have a good day. 

Fiat Lux - ASIA
Level 15

Can i text invoices to a customer?

@user41903 

Explore MessageDesk to integrate with QBO. Use the following code to get 15% off for the subscription.

FIATLUX15

 

danorion
Level 2

Can i text invoices to a customer?

You gotta download a 3rd party app to be able to send estimates and invoices via text?  Interesting.  4 years people have been inquiring about this and yet no resolution to date.  QuickBooks is special. 

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