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Tshaffer1
Sep 14, 2020 8:47 PM UTC
Solved

Texting Invoices

Is there any way I can text an existing invoice to someone with Quickbooks?

    JM_Reno_NVAnswer
    Sep 14, 2020 9:05 PM UTC

    Yes there is! You can use SnapDesk (found on the quickbooks online app store) to send invoices via text message.

     

    You can send individual invoices as one off collections or send them out in bulk on defined schedules until the invoice gets paid.

     

    I've linked more information below if you're interested! So far I've loved their customer service so I'd suggest giving them a call at the very least

     

    SnapDesk & Quickbooks | Text invoices directly to customer phones 

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    7 replies

    JM_Reno_NVAnswer
    Sep 14, 2020 9:05 PM UTC

    Yes there is! You can use SnapDesk (found on the quickbooks online app store) to send invoices via text message.

     

    You can send individual invoices as one off collections or send them out in bulk on defined schedules until the invoice gets paid.

     

    I've linked more information below if you're interested! So far I've loved their customer service so I'd suggest giving them a call at the very least

     

    SnapDesk & Quickbooks | Text invoices directly to customer phones 

      PureClean
      Aug 18, 2021 1:18 PM UTC

      SnapDesk doesn’t seem to be available any longer. 
      How do I text a payment link from my phone. This is the single most important function I need from an accounting program, and I don’t want to pay for a separate service for texting. 
      I am sure there must be a way. 

        ChristieAnn 11
        Aug 18, 2021 2:57 PM UTC

        Hi there, PureClean.

         

        Welcome to the QuickBooks Community. I'll be sharing some information on how sending an invoice or payment to a customer works in QuickBooks Online.

         

        Currently, there's no option to directly text a payment link from your phone. Meanwhile, QuickBooks offers a user-friendly method for sending invoices to your customers. You can open your QBO through a browser and open the said transaction. Then, copy the link of the entry and send it via SMS to your customer so they can view their invoice from there.

         

        Here's how:

         

        1. Go to the + New menu.
        2. Select Invoice.
        3. From the Customer drop-down menu, select a customer. 
        4. Enter the necessary information.
        5. When you're done, select the Save and share link from the drop-down arrow.
        6. Click the Copy link button. Then, paste and send it via SMS or any other messaging platform. 

         

        On the other hand, I encourage you to submit a request about texting a payment link for an invoice via phone. Please click this link so you'll be routed to the Customer Feedback page for QuickBooks Online. From there, you can enter or search your request so you're able to see if there are other users who want to add the feature the same as yours. Then, be able to vote for this option so will be available in the future asap.

         

        Please refer to this article to view detailed steps on how to record single or partial payment for an invoice: Record invoice payments in QuickBooks Online.

         

        If there's anything else you need assistance with sending invoices or payment links, let me know in your reply. I'm just a few clicks away from you.

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