Support Services

Engage Live Agent Assist: How to Create and Send Invoice via SMS

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **


1. From the Invoices Page click Create Invoice

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2. Enter the Invoice Number. This field may have a different name/label depending on your business needs and setup.

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3. Select the due Date of the invoice you are creating. This date will default to today's date.

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4. In the Invoice To field, enter the name of the person or business you will be sending the invoice.

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5. Optional Field: If sending an invoice to a business, an additional Contact Name can be added to the invoice.

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6. Optional Field: you may add Internal Note, which a customer will not be able to see.

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7. Optional Field: you may also include a Customer Note, which the payer will see on the invoice.

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8. Enter Amount of the invoice.
You may also add line items if including multiple invoices; See How to Add Line Items for more details.

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9. Once you've reviewed the invoice details, click Send Payment Link.

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10. If the Payer has provided verbal consent to receive a text, enter the customer's mobile phone in Destination. Be sure to include country code. (US+ 1)

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11. Click the Select payment link drop down.

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12. Select the available payment link.

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13. Click Insert Link.

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14. DO NOT CHANGE ANYTHING IN THIS BOX - You'll see the message box will include the inserted payment link that will be accessible to the receiving party as well as invoice details entered from the previous screen.

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15. Click Send.

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16. Once sent you'll automatically be redirected back to the Invoices Screen and you'll see the invoice you just created!

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