Welcome to the Community, @kaye8. I'll share details about how you can make changes to your invoices in QuickBooks Online (QBO). 

In QuickBooks, there's no way we can send your sales transactions via text message. Rather, we can take the invoice link and manually text it to your client. Here's how: 

1. Go to the Sales menu and select the Invoice tab.
2. From there, locate the transaction you want to copy the link.
3. Then, click the dropdown under the Action column and select the Share Invoice link.
4. A prompt with a link will appear, and you can click the Copy link button.
5. Then, hit Done.

Concerning changing your display name only to show the first name and the standard text, are you referring to the details shared once emailed? If so, we can change this through your custom form style under the Emails tab. I'll show you how.

1. Go to the Gear icon and select Custom form style.
2. From there, locate the template you're using for your invoices.
3. Click Edit and navigate to the Emails tab.
4. In the Standard Email section, specifically the Use greeting area, choose how you want to greet and message your customer.
5. Then, click Done.
   

    

Moreover, if you're referring to changing the display name from the invoice, then, we're unable to change that as it is standardized to display the full name of your customer. Other than that, I recommend sending feedback to our product developers if you have other suggestions about your sales form preference down to sending it. Our product developers are responsible for evaluating and implementing new enhancements, so they would be better equipped to determine the feasibility and benefits of your suggestion for our users.

In addition, you can refer to this article for instructions on how to log a payment in your records when your customer settles their open balance: Record an invoice payment.

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one!