Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Contacts: SMS reminders for invoices

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    submitted  ·  12 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jade Mills commented  · 

    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.

    An error occurred while saving the comment
    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  ·