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Invoice - Text link to invoices to clients

I would like to be able to text a link to invoices to my clients. Emails get lost in full inboxes where as my clients are much more responsive to texts.

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Anne Adams shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminEthan M (Admin, Xero) responded  · 

Hey community - thanks to everyone who's added their vote to this idea. 

Just a heads up, that it's already possible to generate a sendable link for an invoice, which you can then include in a text 💬

You can find the steps in our 'Share an online invoice or credit note with your customer' support article, but I've also shared the steps for new invoicing below: 

  1. In the Business menu, select Invoices.
  2. Find and open the invoice you want to share.
  3. If the invoice is:
  4. Draft or Awaiting approval status, click the Approve & email arrow and select Approve & get link
  5. Awaiting payment or Paid status, click the menu icon and select Get link
  6. Click Copy to copy the invoice link.


Finally, you can add the link to a text or email message and deliver it to your customer!

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  • Ellen Seebeck commented  ·   ·  Report

    This would be very handy for clients who have customers who don't check their emails often.