SMS Invoicing

SMS Invoicing: The Do’s and the Don’ts

SMS invoicing enables your clients to pay at the convenience of their smartphone so that you can get paid on time every time.

Now that you have completed the job or task assigned to you, it’s time to receive your payment. You are now ready to send an email invoice to your client. But hold on just a second… Have you used SMS invoicing?

First things first, this will enable your client to receive the invoice immediately and receive payment even more rapidly. In addition, invoices will no longer be hidden in a sea of emails, saving your client numerous hours of precious time.

Invoices sent via SMS generate a higher response and open rate than invoices sent via email. So it’s not only convenient for you but also for your client.

In this article, we would like to share some tips that will give you an inside look into the nature of SMS for invoicing before you start for yourself. So save yourself some time and learn from others’ mistakes before you spend your precious time and money following down their footsteps.

How to send out SMS Invoices with CloudContactAI

8 tips for sending invoices by SMS for small businesses

How often do you check your emails these days – maybe 2-4 times a day at most? With text messaging, 96% of messages get read within the first 3 minutes.

Oftentimes, emails get overlooked or end up in the spam box. With SMS invoicing, you can ensure that your invoices get seen and get paid on time every time. Here are 8 tips to get your new SMS invoicing initiatives off on the right foot:

Correct customer phone number

Ensuring that you have the correct phone number is one of the most critical steps to ensure that your messages are getting seen by the right people. In addition, without a valid phone number, you risk not getting your invoice paid.

Are you aware that the majority of consumer data, approximately 71%, is incorrect? One study mentions that it costs businesses $15 Million to deal with inaccurate data.

Therefore, you should always ensure that you’re gathering the correct customer information from the get-go. For example, some standard practices might include asking your customers to verify their phone number after they’ve entered it.

SMS invoice link

Not including invoice in SMS

Let’s be honest, we all make mistakes from time to time. Many debtors allege that they never received an invoice to begin with, which may come as a shock. Are they deceitful, or did you forget to include the link to the invoice?

Often, people forget to attach the link to the invoice when sending an SMS invoicing message. Using Invoicing tools combined with business text messaging will help you avoid this issue since most of the information will already be available on the dashboard of the invoicing tool. In addition, by following this step, you can reduce the amount of human error.

Send reminders

We all have so many things going on that we often forget, even some of the little things. So if an invoice isn’t paid right on time, send your client a quick text reminder.

By sending reminders ever so subtly, you can encourage your customers to pay more frequently without annoying them. Moreover, giving them a little nudge will let them know that you mean business and aren’t going to wait around for them to pay as they please.

secure sms invoice

Secure payment portal

All messages that contain links to an invoice should be protected using a secure payment portal. The last thing you want to do is send a text to a wrong number and give unwarranted users access to any vulnerable information.

A payment gateway will generally have a sign-in portal that is protected using a passphrase. Once the password has been entered correctly, the customer will gain access to the payment details and have the ability to carry out action accordingly.

Avoid spammy messages

Your business’s reputation can be damaged by spam text messages, and you can be fined heavily if you don’t follow basic guidelines. Maintaining solid relationships with clients is the key, and can be accomplished by following proper business customer texting etiquette.

People can report spam messages through apps, mobile service providers, and the Federal Trade Commission (FTC). However, your company is held liable and may face significant fines if you continue to send messages to the consumer after the person has requested to stop receiving messages.

Learn more about the laws here.

Grammatical mistakes

A text message filled with typos or grammatical errors can appear as spam, especially if the SMS invoicing message doesn’t directly mention the person’s name. Always provide the customer with a clear and reasonable explanation for sending the message.

Use the first few words to create a sense of urgency, encouraging customers to read further. Additionally, make your text message direct and professional by personalizing and proofreading the text before sending it.

Many services such as Grammarly or Quillbot use AI technology to analyze and suggest changes for your content. Additionally, you can select various filters that will recommend changes based on audience, tone, formality, and domain.

Accounting software

If you don’t have the means to develop an internal payment portal or account solution, you might leverage existing software. There are various services available with password-protected web portals, including Freshbooks, Quickbooks, Sage, Wave, and more.

This kind of accounting software enables you to specify the payment amount, the customer’s mobile number, the customer’s name, and the description and transaction id for your records.

You will send a link to the customer regarding the payment and all the required details. The customer can then click the link to make the payment, eliminating a lot of time-consuming complexity.

sms business hours

Avoid texting outside of business hours

We understand; it is great to be able to earn the hard-earned money soon after completion of work. However, it’s not a best practice to send an invoice outside of business hours because they have a high probability of being overlooked.

After work, your customer might receive many personal messages; therefore, they might forget about your SMS invoicing message. Try sending your message around 9-10 in the morning when your client is the most alert.

Most people tend to drift off after their afternoon lunch and don’t get around to doing the things they intend to do. If you don’t get the response you expect, try sending the invoice in the evening – perhaps your client is more of an evening person.

Once you have identified when your client tends to pay the quickest, take a note so that you can send your invoices around that time every pay period.

Wrapping it up

All-in-all, text messaging is a fast, effective, and affordable way to communicate with your customer. Whether you’re sending an invoice or sending a marketing campaign, you should always message your people on the channel they use most – text!

Interested in sending an SMS invoice message? Try for free here.

Thurston Howell

Thurston Howell

Thurston Howell the Third was initially marooned on Gilligan's Island back in the 60s, but made his way back to civilization.

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