Once you've set up your bank account to take credit card payments through our processor and you've set up your Custom Texting Number, you can text customers their invoice with the option to pay online.
**If you DO NOT use our credit card processor,
but are interested in learning more, click HERE!**
1. Click into the job details page
2. Click View and Send Invoice
3. You can edit payment options from this page, as well as other settings that impact what your customer will see on the invoice.
Note: The pay-by-credit card option and custom SMS will need to be enabled in order to text an invoice.
4. Click Next
5. Select the Text option
6. Click Send
Customer Text:
Once your customer clicks the link, they'll be taken to the page below, where they can make their payment.
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