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Mobile App: Pay by SMS

This article outlines how to send a Pay by SMS link to a customer from the Mobile App to assist in payment collection.

What’s New

From the Mobile App, Technicians can: 

  • Send a "Pay by SMS" link directly to a Customer = to collect a payment. The link allows the Customer to pay directly without logging into their Customer Portal.

👉Click Here to review the Training Article on how to send the Pay by SMS link via the Admin Portal. 

How It Works

  1. On an Invoice payment screen in the Mobile App, the technician can select Pay by SMS from the payment method list (alongside Credit Card, Cash, Check, Banking (ACH), and External). 

  2. Rather than collecting payment on the spot, it texts the customer a link so they can pay on their own device. 
  3. Before sending, the app will confirm where you'd like the link sent. The Primary number on the profile is offered by default, or you can Send to a Different Number" and type in a number to text the link to. New numbers added here are saved as Additional Numbers within the Customer Profile. 
  4. Select Send Link when ready. After it's sent, the app confirms "Payment link sent to (number) - and the customer can complete payment from their own device.