Sending links via SMS is a great functionality offered by QuickBooks Online, cbroofing.
When using the Save and share link feature, you can use your phone number to send the invoice's link to your customer. I'll show you how to do it:
- Go to the + New button, then select Invoice.
- From the Customer drop-down menu, select a customer.
- Enter the necessary information.
- Select the Save and share link button from the drop-down arrow.
- Click the Copy link button, then paste and send it via SMS.
Alternatively, you can utilize different messaging platforms like Messenger, Viber, and others to send the message.
Once your customer pays an invoice, record the payment to balance your accounts and ensure your books are accurate.
I'm here to assist you with any future concerns you may have regarding managing your sales transactions in QuickBooks. Feel free to post your questions or any follow-up inquiries on this topic, and I'll be happy to help.
