Settings and activity
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60 votes
Hi everyone, we want to say thank you to everyone that's shared back on their experience with our beta for sending invoices via SMS.
We've had great results and are moving forward to release this to all users in Australia, as a start.
Those that have been trialing this for us in Australia will lose access for a short period of time, however I'll be back to share once it's available to everyone in AU 🙂
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Jade Mills
commented
We run a small business (franchise) and have access to an sms function where we can hit SEND when in the invoice (on phone app) and it will automatically populate to email the invoice (just like Xero does) but it also allows you to check a box which will send a short sms to the mobile number recorded in the customer file. The sms is along the lines of "Thank you for your business. You can download your BUSINESS NAME invoice #1234 via the link below. https://link.link.link Please contact us on MOBILE NUMBER if you have any questions or are unable to download your invoice". For micro/small businesses a LOT of business is done by phone/sms so this would be an incredible addition to Xero.
Jade Mills
supported this idea
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I found that this feature IS available (well sort of). When raising the invoice (we use Android app) where you can choose to save, send etc there is also the option to SHARE. Using the SHARE option will give you the choice of sending (spiel and link) via sms, Messenger, email etc - you can also click COPY which will allow you manually sms the spiel/link. I use this all the time now.