![]() The easiest and most common method is by adding an SMS opt-in checkbox to your online ordering form, but you can also have your customer sign a printed form or agree by email. There are several ways you can accomplish this. Legally, you are required to get a written opt-in from your clients before you can send them any text communications. Additionally, there are a few best practices that could help along the way. However, there are some legal and compliance matters you need to be aware of if you’re going to send invoices via text. In the body of your text message make sure you address your client by name and provide a short description of the invoice and the payment terms.Įssentially, sending an invoice via text is the same as sending it via email, only faster and more convenient. You can send the invoice as a PDF or Word document, or you can take a screenshot of the invoice and attach it as an image. You need to attach the invoice to a text message the same way you’d attach it to an email. The process of sending an invoice via text is quite simple. When you send an invoice via text, you ensure that customers will see your message and can take action in a way that is most convenient for them. Text messages tend to be opened more quickly and frequently than emails because many customers prefer communicating through text. Sending an invoice via text improves your chances of getting paid faster and makes the process more convenient for your customers. You may be passionate about your work, but you still want to get paid on time. JFAQ: How Can You Send an Invoice Via Text?
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