EcoWSPC
Level 2
‎August 08, 2022 10:52 AM

Send invoices and overdue reminders via sms or text message. Is there an easy way?

So currently there doesn't seem to be an option in QBO App to to send text messages or even to copy the invoice link. Most clients would prefer an sms to an email!

 

The only work around I have found is to open QBO using an internet browser on my phone instead of the QBO App, go into the invoice and on the bottom left hand corner instead of "save and close" choose "copy link" then paste that into my messaging service  or sms, and then type out a greeting message with it.

 

Doing it this way seems labor intensive for something that should be available as a button click. And an additional integrated messaging app seems over kill and expensive.

 

Anyone have any better suggestions?

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LeizylM
QuickBooks Team
QuickBooks Team
‎August 08, 2022 12:45 PM

Move to QuickBooks Online

Good day, EcoWSPC. 

 

I appreciate you for sharing your concern on the Community page.

 

Currently, the option to share an invoice via text message isn't available in QuickBooks Online Mobile App. I know how important it is to be able to send an invoice via text message. I'd recommend submitting feedback to our product developers so they can assess this for future enhancements of the app.

 
Here's how to submit feedback:
  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4. Hit Next to submit.

 

You can check out the mobile app guide to learn more about what else the app can do. (edited) 
 
Feel free to drop me a reply below if you have any other concerns about sending invoices via text message in a mobile app. I'll be around to help. Have a good one.
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