Sending your customer their invoice via SMS

This guide shows you how to send a customer their invoice via SMS with a payment link, allowing them to view and pay directly from their phone.

Step 1: Process the Invoice

  1. Make sure your invoice is processed before sending.

Step 2: Send the SMS Payment Request

  1. Click the Star button (action menu) on the top right of the invoice.
  2. Select SMS Payment Request.

Workshop Software sending your customer their invoice via sms showing 'star' button on the top right of the invoice and cl...

Step 3: Review and Send the Message

  1. A pop-up will appear with the customer’s mobile number and a default SMS message.
  2. Adjust the message if needed.
  3. Click Send.

Workshop Software screen showing this can be adjusted if you would like it changed

What the Customer Receives

The customer will receive an SMS with a payment link:

Workshop Software screen showing the sms will be sent to the customer and look something like this

Viewing the Invoice

When the customer taps the link, they see an overview of the invoice:

Workshop Software screen showing when they click on the link they will be taken to this screen that has an ove...

They can scroll down and press View Invoice to see a full PDF of the invoice:

Workshop Software screen showing the customer can then scroll down and press 'view invoice' which will take th...Workshop Software sending your customer their invoice via sms step 6 of 8

Making a Payment

The customer can press Pay Now to make a payment. They enter their card details and submit:

Workshop Software screen showing then they should press 'pay now' a pop up box will appear for them to enter t...

Workshop Software screen showing if this payment is successful a 'payment successful' banner will appear with ...

Good to Know

  • You need SMS credits to send messages. Purchase credits from Settings > SMS.
  • The SMS includes a secure link that allows the customer to view their invoice and make a payment online.
  • Ensure the customer’s mobile number is correct before sending.

Frequently Asked Questions

Does the customer need an account to pay?

No, the customer can view the invoice and pay directly through the link without creating an account.

Will I be notified when payment is received?

Yes, the payment will appear in Workshop Software once processed and the invoice will be updated accordingly.

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