QuickBooks Payments recently added the ability for QuickBooks users to send their customers invoices via Text-message.
When QuickBooks users have a current QuickBooks Payments subscription they now have the option of sending Invoices to their Customers via ‘Text messaging.’ The new text functionality is in addition to Invoices via Email.
The steps for sending Invoices via Text-message are very similar to those when sending Invoices via Email:
- Select +New
- Select Invoice
- Choose your Customer from the drop-down options
- Review the Invoice Date, Due Date, and Terms
- Select Add product or service, then choose the products/services from the drop-down options
- Compute the charge amount based on the available options
- Select Review and Send
- After reviewing the Invoice, if you are ready to send, choose the option to Add text-message
- Preview the text-message and add the Customer’s mobile phone number, if needed.
- Click Send invoice
According to Intuit’s Terms of Service, you must have your customer’s permission to send them invoices via text-message prior to opting-in to text notifications.
Disclosures:
Some featured content was based upon Intuit media source materials and other QuickBooks resources including QuickBooks Help content. Content adapted by Insightful Accountant from Intuit sources is furnished for educational purposes only.
As used herein, QuickBooks®, QuickBooks Online and QuickBooks Payments, refer to one or more registered trademarks of Intuit® Inc., a publicly traded corporation headquartered in Mountain View, California.
Other trade names or references used herein (if any) may refer to registered, trademarked or copyrighted materials held by their respective owners; they are included in the content for informational and educational purposes only.
This is an editorial feature, not sponsored content. No vendor associated with this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
Note: Registered Trademark ® and other registration symbols (such as those used for copyrighted materials) have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. Every attempt is made to credit such trademarks or copyrights within our respective article footnotes and disclosures.