How to Send an Invoice by Text Message

When you run a small enterprise, you know the way essential it’s to receives a commission on time. Invoices will allow you to gather funds, however it’s a must to get them into the palms of your clients if you wish to receives a commission rapidly.

E-mail is a no brainer. However do you know you can even ship invoices by textual content message?

Textual content message invoices are extremely efficient. They’re handy for patrons, they usually allow you to receives a commission rapidly.

Free: E-mail & Textual content Templates to Ask for Lacking Funds

Use these free e mail and textual content templates to chop down on missed and late funds out of your clients.

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On this put up, I’ll clarify how one can ship invoices by textual content. I’ll additionally share some bill textual content message samples and supply recommendations on how one can flip your bill right into a advertising alternative. However first, let’s discuss why SMS is the proper platform for small companies to ship invoices.

Why must you ship an bill by textual content message?

There are two the explanation why it’s best to use SMS messaging for invoicing. First, it’s handy for you and your clients. Textual content messages have extraordinarily excessive open charges, and most of the people learn their texts inside a couple of minutes. That’s as a result of most of us carry our telephones all over the place, so we immediately get alerts at any time when we obtain a brand new textual content.

This comfort additionally makes it simpler to finish funds over the telephone, which is the second motive to ship invoices by textual content. When you use payment software, you’ll be able to present hyperlinks together with your bill so clients can submit funds through textual content; that will get you paid rapidly and reduces overdue invoices.

Earlier than we clarify tips on how to ship invoices by textual content, let’s take a look at examples you’ll be able to copy for your corporation.

Bill Textual content Message Samples

Under are just a few bill textual content message samples that you should use to remind customers about payments. Slightly than together with the bill as a part of the message, I like to recommend including a hyperlink to maintain your textual content clear and concise. Try the pictures under for some examples of what this appears like.

Skilled Providers

Skilled providers sometimes ship invoices after a service is full. Right here’s one you’ll be able to ship to let clients know that their bill is prepared and that they should submit their cost on time to avoid late fees.

Whats up [Client’s Name], that is [Your Name] from [Company Name]. Your bill is obtainable with a stability of [Amount]. Please submit cost by [Due Date] through this hyperlink to keep away from any late charges: [Invoice Link]. Thanks once more for trusting us together with your [Service] wants.

House Providers

Home services like landscaping, HVAC, and cleansing firms ship invoices throughout and after tasks. Right here’s a message you should use to remind clients to submit their funds on time.

Hello [Customer’s Name], that is [Your Name] from [Company Name] with a reminder that your bill for [Service Provided] is obtainable at: [Link] Please full cost by [Due Date] or contact us at [Phone or Email] with any questions. Thanks once more for selecting us!

Ecommerce

Ecommerce manufacturers typically ship affirmation messages after you full a purchase order. Right here’s one which hyperlinks to an bill and supplies contact choices in case the client has any questions:

Hello [Customer’s Name], this can be a affirmation that we have now acquired your cost for [Product]. Please see the connected bill right here: [Link] You’ll be able to contact us at [Phone or Email] with any questions. Thanks once more for purchasing at [Company Name].

Cost Reminder

To make sure cost, it’s good to ship clients a number of reminders about an upcoming billing date. This message can inform your clients that you just’re anticipating cost throughout the subsequent few days.

Pricey [Customer’s Name], this can be a reminder that your cost for [Product/Order Name] is due on [Due Date]. The entire quantity due is [Amount]. Please full cost by [Due Date] utilizing this hyperlink: [Invoice Link]. Thanks for purchasing with us!

Late Cost Reminder

Customers don’t always pay on time, so right here’s a message you should use to remind them a couple of late or overdue bill.

Whats up [Customer’s Name], that is [Your Name] from [Company Name]. I’m reaching out as a result of we’re nonetheless awaiting cost for bill #[Invoice Number], which was due on [Due Date]. Please see the connected bill and full cost as quickly as doable: [Link]. You’ll be able to attain me at [Phone Number] with any questions. Thanks!

Preserve these samples useful since you’ll need them within the subsequent part once we clarify tips on how to ship an bill by textual content.

E-mail and Textual content Templates to Ask for Lacking Funds

Use these free e mail and textual content templates to chop down on missed and late funds out of your clients.

How you can Ship an Bill by Textual content Message

Listed here are 5 steps to establishing bill textual content messaging at your corporation. Understand that you’ll want business texting tools and cost software program to automate this course of. Let’s begin by reviewing some instruments that you just would possibly wish to undertake.

1. Undertake enterprise texting instruments and cost software program.

Texting is an effective way for companies to speak with their customer base. However, you don’t wish to do that out of your private telephone since you’ll get overwhelmed with dozens of messages, and separating private chats from skilled conversations might be tough.

Enterprise texting platforms present a separate telephone quantity and may ahead messages to your CRM. That makes it simpler to trace conversations and ensures you don’t overlook essential consumer texts.

Listed here are just a few enterprise texting platforms that we advocate for small companies:

You’ll additionally want payment software if you wish to create invoices effectively. These instruments present templates and branding options that make it straightforward to supply invoices rapidly. They will additionally allow you to ship invoices since many of those instruments have texting.

Listed here are just a few cost and invoicing instruments that we advocate for small enterprise house owners:

We additionally present this free invoice generator that you should use to create an bill together with your firm’s branding. If you have already got enterprise texting software program, you should use this template to create invoices for free.

2. Arrange textual content message automation.

No matter instruments you select, they need to present text message automation so invoices are robotically despatched after particular actions. For example, when a job is accomplished, your invoicing software program ought to instantly textual content the client with their bill. That may prevent work and guarantee clients are given ample time to evaluation funds.

Right here’s an instance from Thryv’s invoicing software. With this device, you’ll be able to ship textual content message invoices with a click on of a button.

You may as well add cost hyperlinks so clients will pay immediately from their telephones. It’s handy and helps you receives a commission sooner.

3. Write your textual content message.

As soon as your instruments are arrange, you’ll be able to circle again to the samples within the first part. Most invoicing tools allow you to customise your message, so you’ll be able to write your individual template or use one of many choices above.

Right here’s what it is advisable to embody in your bill textual content message:

• Greeting with the client’s title
• Hyperlink to your bill
• Factors of contact (e mail or telephone quantity)
• Cost due date (if relevant)
• Thanks message

4. Add a hyperlink to your bill.

In case your software program doesn’t robotically do that, you’ll be able to manually add a hyperlink to your bill as an alternative. Use our free invoice generator or comparable device to create a PDF or internet web page to your bill. Then, connect that hyperlink or file to your SMS message.

It would take additional time, and also you received’t be capable of gather funds with no point-of-sales tool. That’s why we advocate utilizing cost software program as a result of it might probably easy out this course of and make your organization extra environment friendly.

5. Ship your messages.

Together with your messaging arrange, it’s time to ship your invoices to clients. Flip in your automation or click on your cost software program’s “ship” button to get issues began.

When you’re utilizing two-way texting, be ready to obtain buyer questions. They could attain out with issues about their bill or wish to use alternate forms of payment. Keep in mind that cost assortment could be a delicate matter for some consumers, so offering help and creating a superb customer experience is essential.

6. Add a follow-up textual content.

Now, right here’s how one can flip your bill right into a advertising alternative. As soon as a buyer completes a cost, ship them a “thank you” text with a particular supply or low cost. It might be a promo code or a hyperlink to your web site to assert a free present.

These promotions encourage clients to return to your corporation, producing repeat purchases and growing buyer loyalty. It would even be efficient with clients who had a poor expertise together with your model as a result of it exhibits your dedication to their satisfaction and incentivizes them to offer you one other likelihood.

Taking Benefit of Textual content Message Invoices

In relation to amassing funds, comfort is the secret. The better it’s to finish a cost, the extra possible clients can pay on time. Textual content messaging supplies one other layer of comfort to your cost processing and is an effective way to have interaction your buyer base. Use these tricks to begin sending invoices by textual content and keep away from the effort of dealing with late funds at your corporation.

E-mail and Textual content Templates to Ask for Lacking Funds

Use these free e mail and textual content templates to chop down on missed and late funds out of your clients.