Send invoices and take payments by text

Send an invoice

1. 1

   Open Invoices

   Go to Payments, then Invoices, and create a new invoice.

2. 2

   Pick the customer and add charges

   Pick the customer and add what you're charging for.

3. 3

   Add tax, discount, or due date

   Add tax, a discount, or a due date if you need them.

4. 4

   Save and preview

   Click Save, then preview it.

5. 5

   Send it

   Click Send and choose text, email, or both.

Request a payment by text

1. 1

   Open the conversation

   Open the customer in Conversations and choose SMS.

2. 2

   Request payment

   Click the $ icon to request a payment.

3. 3

   Pick and send

   Pick the product or service, set the due date, and send.

Good to know

• Saving an invoice doesn't send it. Click Send.
• Make sure the invoice is in live mode, not test mode, before you send.
• Card processing fees are charged by your payment provider.