Send Invoices to Customer

Overview

Easily send your customer their invoice with just a click of a button, offering convenience and efficiency. Choose between text or email delivery options for the invoice, providing flexibility to meet your customer's preferences.

With our intuitive platform, managing invoicing tasks becomes effortless, allowing you to focus more on growing your business. Unlock the power of streamlined invoicing and communication to provide a seamless experience for your customers while maximizing your operational efficiency.

Table of Contents

How to Access the Page

To send invoices to your customers, you must first be on the Invoice feature page. For more information on how to access this page, please see the Invoices List section for more information:

You can access the send invoices features by clicking on the Individual Actions; once the View Invoice pop-up window is open, click on the Individual Actions button. For more information on how to access this pop-up window, please see the View an Invoice page:

Right-clicking on the "List" tab and from the dop-down select the desired option.
To email or text multiple invoices to multiple customers at once, click on the More Actions button and from the drop-down select the desired option.
Using the Individual Actions in the "List" tab.

Email an Invoice

Regardless of how you choose to select the "Email Invoice to Customer" option, you will be brought to the Email Invoice to Customer pop-up window.

Please note that the "Email Invoice to Customer" option will send a copy of the invoice and the payment link to the customer:

In this pop-up window, you will be able to edit the message, the email recipient, and the subject line. Your company logo, company address, customer-facing email, and the link to pay the invoice will automatically be included in the message:

Once the customer clicks on the emailed payment link, they will be brought to the webpage where they can pay the outstanding invoice:

You will be unable to add attachments to this email. Please see the Attach Images or Documents to an Invoice subsection for more information.

Text an Invoice

Regardless of the method chosen, once you select the "Text Invoice to Customer" option, you will be able to text the customer their invoice and a link to pay the outstanding invoice.

Please note that in order to send out text messages from your MobiWork account, you will need to have a connector installed; see the Text Messaging Overview page for more information on how to use MobiWork to send out text messages:

Once you select the "Text Invoice to Customer" option from the drop-down, the Text Invoice to Customer pop-up window will appear.

When this pop-up window appears, you can input the phone number and edit the message as you would like. Once you are satisfied with your message click on the Send button:

Send Invoices to Multiple Customers

MobiWork allows you to send multiple invoices to multiple customers at once. To send out multiple invoices, you will first need to be on the Invoice feature page.

From this page choose the desired invoices, and then click on the More Actions button. If you would like to send all your invoices, you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column.

From the drop-down menu select the desired option:

Email Invoice to Customer
Text Invoice to Customer

Please note that you will not be able to edit the messages that are sent from the More Actions drop-down:

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!