Sending Invoices via Text Message in Tradify

Video Guide

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

Instructions

1. Navigate to the Invoices page.
2. Search for and select the invoice you would need to send via Text message.
3. Click on the Paper Plane icon (Send to customer) or select Send Invoice.
4. Tick on the customer and/or site number on the right.
5. Select Send.
6. You can check the invoice Activity Log for confirmation the text was sent. 

Note: To send an Invoice by text, the customer or site contact must have a valid local mobile number. International or landline numbers will cause a 'Mobile Number is invalid' error and prevent sending. Update the contact with a valid local mobile number or send the Invoice by email instead.

Additional Information

For more info on Tradify's text features, see here: Understanding Text Messages in Tradify