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Sending Invoices by SMS
Sending Invoices by SMS
Chris avatar
Written by Chris
Updated over a week ago

Pro and Basic Plan users have the ability to send invoices by SMS as long as they have the SMS Text Messaging addon enabled. Click here to learn more.

Note: At this time, Statements cannot be sent by SMS.

Customize your Invoice Template

If you'd like to change the verbiage of your message, you can customize your outgoing SMS invoice template under Settings > Email & SMS > Invoice.

The SMS variables will automatically pull data into your SMS message. For example, [::client_first_name::] will autofill with the customer's name and [::company_name::] will automatically add your company name into your message.

Click Insert SMS Variable to add in different variables and personalize your message even further.

The [::online_payment_link::] SMS variable will allow your customers to pay their invoice online, directly from their SMS message.

Note: If you have SMS Text Messaging enabled, the online payment link will automatically be added to late payment reminders as well.

You can remove the message from the SMS box in Settings > Email & SMS > Late Payment Reminders if you don't want it to send by SMS.

Sending an Invoice by SMS

When you open an invoice on the desktop, you will see the option to Send by SMS, Send by Email & SMS, and SMS for e-Sig (if you are a Pro Plan user).

At this time, invoices can only be sent by SMS from the desktop version of GorillaDesk. They cannot be sent by SMS from the mobile app.

Your customer will receive an SMS message like the one below, with the ability to view the invoice, along with the online payment link.

Clicking on the payment link will redirect them to the payment page.

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keywords: SMS, Invoice, Send Invoice by SMS, Bill

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