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rw3010
Level 1

Has anyone found a way to have recurring invoices sent via text to customers?

Copying and pasting would not work for me.  It needs to be done automatically.  Thank You!
2 Comments 2
Rea_M
Moderator

Has anyone found a way to have recurring invoices sent via text to customers?

Hello there, @rw3010. Welcome to the Community.

 

Let's send feedback or product recommendations to help improve the features and your experience using QuickBooks Online (QBO).

 

For the time being, the option to automatically send out recurring invoices via text is unavailable in QBO. However, you can do it manually or opt to integrate a third-party application that can perform the task for you.

 

On the other hand, I can see how the benefit of being able to automatically send recurring invoices via text would aid you in managing your income and sales transactions with QBO. With this, I would encourage you to send suggestions or product recommendations. We'll take them as opportunities to improve the various features of our products.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team and will help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

Also, you may want to check out one of our Help pages as your reference to guide you in managing your company's income and customers using QBO: Sales and customer help for QuickBooks Online. It includes topics about processing payments, managing customer information, and customizing forms, to name a few.

 

On top of that, I'd also recommend visiting this page to keep you updated with the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online.

 

Please feel free to leave a comment below if you have other feature concerns or questions about managing transactions in QBO. I'm always ready to help. Take care, @rw3010.

Fiat Lux - ASIA
Level 15

Has anyone found a way to have recurring invoices sent via text to customers?

@rw3010 

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

FIATLUX15

 

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