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titanuplawncaret
March 23, 2024
Solved

texting an invoice

  • March 23, 2024
  • 2 replies
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My customer doesn't use email so how do I text the invoice to them using QB Online?

Best answer by IrizA

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: 

 

  1. Go to the Sales menu located at the left navigation panel and choose Customers. 
  2. Search the name of your customer and select it.  
  3. Find the invoice you'd want to send to your customer.
  4. Under the Action column, click Edit. 
  5. Ensure to enter an email in the Customer email field.
  6. Click the dropdown arrow next to Save and Close.
  7. Choose the Save and Share link or type Ctrl + Alt + L. 
  8.  You'll receive a prompt to copy the link, click the Copy link option.
  9. 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.

2 replies

I
IrizAAnswer
March 23, 2024

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: 

 

  1. Go to the Sales menu located at the left navigation panel and choose Customers. 
  2. Search the name of your customer and select it.  
  3. Find the invoice you'd want to send to your customer.
  4. Under the Action column, click Edit. 
  5. Ensure to enter an email in the Customer email field.
  6. Click the dropdown arrow next to Save and Close.
  7. Choose the Save and Share link or type Ctrl + Alt + L. 
  8.  You'll receive a prompt to copy the link, click the Copy link option.
  9. 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.

T
titanuplawncaretAuthor
March 23, 2024

Thank you for your help! I was able to get one of them sent but I wasn't able to send the other. The invoice I am unable to send doesn't have the Share Via.... choice. Both invoices are set up the same. I have an attachment to show what I'm talking about. Thanks!

F
FateCandylaneT
March 23, 2024

I appreciate you for letting us know here today, titanuplawncaret. Let me provide insights to help rectify missing option when sharing invoice links with your customers.

 

Based on your screenshot provided, you're using the QuickBooks Mobile app. The stored cache may cause unusual behavior in the program. We can perform some troubleshooting steps to refresh data into its default state. This process plays the same role as clearing the cache from your regular web browser. To do this:

 

If you're using an iOS, follow the steps below:

 

  1. Go to Menu ☰ and tap Help & Feedback.
  2. Tap Refresh Data.
  3. Click Refresh to confirm.

 

Otherwise, refer to this instruction for Android:

 

  1. Go to Menu ☰, then select More Options ⋮.
  2. Tap Settings, and click Refresh Data.
  3. Tap YES to confirm.

 

 Also, you can perform some fixes on any app-related issues to rectify stored cache data on your mobile app. Here's how:

 

  1. Change the Wi-Fi data connection on your device to 4G (this varies by device).
  2. Close and restart the app.
  3. Clear app data. To do this:
  4. Open your device Settings.
  5. Select Apps.
  6. Choose the QuickBooks app from the list, then select Storage.
  7. Select clear data.
  8. Power down and restart your device.

 

If the issue persists, uninstall and reinstall the mobile app. It's to ensure you get the most recent version of the application. To do so, refer to this page: QuickBooks Mobile App. 

 

Moreover, I'm sharing this reference to help you track and record customer-paid invoices in your account: Receive an invoice payment using the QuickBooks Online mobile app.

 

I'm always ready to back you up if you require additional assistance managing customer-related tasks. Feel free to reply below, and I'll ensure to get you covered at any time. Have a good one!

D
danorion
July 8, 2024

it's been 4 years and they're still not able to resolve this issue or implement this basic af feature.


C'mon yall.  How are you going to offer a QBO mobile app without having an integrated feature to allow service providers the ability to send estimates and invoices via text messages?!

 

I'm confident yall will finally get around to it one year so thanks in advance for the help.

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