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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
RenjolynC
QuickBooks Team

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Glad to see you in the Community, usercory-foster.

 

I'd be happy to share a way on how you can send the transaction. 

 

In QuickBooks Online, you can use the Save and share link option to send your customer a link to their invoice through SMS or a messenger service.

 

Here's how:

 

  1. Go to Sales Customers.
  2. Select the customer's name on the list. 
  3. Find and open the invoice. 
  4. In the Invoice page, click the drop-down arrow next to the Save and close and choose Save and share link.
  5. Click the Copy link button from the Send your customer a link to their invoice window. Then paste and send it via text or any other messaging platform.

I've got this sample screenshot for a visual reference:

 

 

For more details about the process, you can read this guide: Create invoices in QuickBooks Online.

 

On the other hand, you can go to the Apps menu on the left panel. Then, search for a third-party application that can directly send invoices to your customers using text messages or SMS.

 

To personalize your invoices and other sales transactions, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please feel free to reach out to me again if you have more questions with managing your invoices or need help with other task. I'll be right here to help you out some more. Have a good day ahead. 

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