Payments
Hello there, titanuplawn. I'm here to help you make sure that your customer receives the invoice link without any issues.
To send an invoice via text, you can share the link of the specific invoice with your customer by copying and pasting it. However, to copy the link, an email must be entered in the customer email field first. You have two options - either enter your customer's email address or use your email as an alternative. If you haven't entered an email in the Customer email field, you'll receive a prompt. Therefore, it's important to make sure to enter an email address in this field before copying the link.
Here's how:
- Go to the Sales menu located at the left navigation panel and choose Customers.
- Search the name of your customer and select it.
- Find the invoice you'd want to send to your customer.
- Under the Action column, click Edit.
- Ensure to enter an email in the Customer email field.
- Click the dropdown arrow next to Save and Close.
- Choose the Save and Share link or type Ctrl + Alt + L.
- You'll receive a prompt to copy the link, click the Copy link option.
- Send the copied link to your customer through text.
For more visualization, you can refer to the screenshot below:
Furthermore, you can record the payment in QuickBooks once your customer pays the invoice. You can refer to this article: Record invoice payments in QuickBooks Online.
You can always ask me if there's anything you find confusing as you send your invoice to your customer. Just let me know in the comment section and I'll be glad to help you out.
