Sending Invoices via Text Message in Tradify

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Invoicing

Learn more about sending Invoices via text message in Tradify.

For more information about Tradify's Text Message feature, check out Understanding Text Messages in Tradify.

To send an Invoice via text, simply open the Invoice you want to send:

  1. Open the Invoice you want to send.
  2. Click on the ‘Send to customer’ icon or select ‘Send Invoice’ from the 'Options' menu.
  3. Select the customer and/or site number on the right.
  4. Click Send to send your Invoice via text and/or Email.
  5. You can check the invoice 'Activity Log' for confirmation the text was sent. 

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