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david187
Level 1

How can I copy an invoice link through the Quickbooks App so that I can paste the link in a text message to send to my customer?

 
5 Comments 5
Tori B
QuickBooks Team

How can I copy an invoice link through the Quickbooks App so that I can paste the link in a text message to send to my customer?

Good morning, @david187.

 

I hope you're enjoying the day so far. 

 

Copying an invoice link from the QuickBooks App is easy as 1,2,3. You can follow the steps below to learn how. 

 

(Android devices)

  1. From the menu, choose Invoices
  2. Pick the invoice you wish to copy the link. 
  3. In the upper right corner, click on the 3 dot menu
  4. Hit Preview, then the 3 dot menu
  5. Choose Send file, then pick the option you'd like to use to grab the link. For example, Link sharing. 
  6. Copy the link and send to your customer. 

You can see Send an invoice for more options with sending invoices from QuickBooks Online mobile app. 

 

Let me know if you have further questions or concerns. I'm here to help you every step of the way. You can always reach out to the Community anytime you need assistance. Take care! 

 

animalservicespg
Level 1

How can I copy an invoice link through the Quickbooks App so that I can paste the link in a text message to send to my customer?

After I click on preview I do not have the 3 dots. I just have send and the email address is already entered.

Carneil_C
QuickBooks Team

How can I copy an invoice link through the Quickbooks App so that I can paste the link in a text message to send to my customer?

I admire you for joining the thread and sharing your concern with us, animalservicespg. 

 

I'll help you achieve your goal so you can send an invoice link to your customers. 

 

Since the option is unavailable in your QuickBooks Online mobile app, we can open QBO in a browser and do the process from there. 

 

I have the steps to send your customer a link to their invoice. Here's how:

 

  1. Log in to your QuickBooks Online company.
  2. Go to Sales from the menu and choose Invoices

     
  3. Select the invoice you wish to copy the link. 
  4. Tick More Actions and click Share invoice link
  5. Once the window appears, hit Copy link

 

From there, you're ready to send your customer the invoice link. 

 

If you need help accounting for your customer's payments in the future, I'll share with your this article for reference: Receive invoice payment.

 

Feel free to reply again on this thread if you have clarification about managing invoices. I'll get back here as soon as I can to help you again. Keep safe always. 

OGEP
Level 2

How can I copy an invoice link through the Quickbooks App so that I can paste the link in a text message to send to my customer?

You currently cannot produce a link to an invoice or using the mobile app on an iPhone anyway. Hopefully they will fix this. Having this invoice link is mandatory.

FleetEliteco
Level 1

How can I copy an invoice link through the Quickbooks App so that I can paste the link in a text message to send to my customer?

Something they can easily add and it takes years for them to implement the obvious things. Almost end of 2024 still no way to do it using mobile app

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