⚙️ Requirements:
Housecall Pro Payments is enabled.
Your Texting Number is set up and approved.
How to Send an Invoice by Text
Step 1: Open a job
Step 2: Click Invoice in the action bar at the top of the page
Step 3: Review the invoice settings and payment options
Step 4: Click Next
Step 5: Select Text
Step 6: Click Send
📌 Note: Customers can only receive a Pay by Text invoice if both Housecall Pro Payments and your Custom SMS number are enabled.
What Your Customer Receives
When you send an invoice by text, your customer receives a text message with a secure link to the invoice. They can open the link on their mobile device to view the invoice and pay online.
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Need Help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.