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SMS Invoicing

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Activating Invoicing

  • Login to Bankful
  • On the left hand tool-bar, click the Invoicing tab
  • Click Activate Invoicing
  • You will receive confirmation in Bankful and via email once the request has been completed

Activating SMS Invoicing

  • Login to Bankful
  • On the left hand tool-bar, click the Invoicing tab
  • Click SMS Settings from the drop-down options
  • Toggle on Activate SMS Messages where shown below

  • Click Confirm

You are now ready to start using SMS Invoicing!

Using SMS Invoicing

  • From your Bankful dashboard, click the Invoicing tab
  • Click Create Invoice from the drop-down options
  • Ensure to toggle on Send an SMS Invoice (as shown below)
  • Once the invoice has been filled out and Send Invoice has been clicked, Bankful will now also send a text message to your customer with a link to the invoice

  • Note: Please ensure to include a phone number in the Bill To Information section
    • (These fields will appear when the blue pencil next Bill To Information is clicked)

  • Now, when you click on Send Invoice, you will have the option to send the invoice to your customer in three different ways:
    • Send via SMS
    • Send via Bankful (email)
    • Copy & Share Link

Viewing your Invoices

  • From your Bankful dashboard, click the Invoicing tab
  • Click¬†Invoice List from the drop-down options
  • Here, you can view your recent invoices along with the current Payment Status

  • Clicking on the + sign on the left of an invoice, will expand to show the details of that particular invoice

  • You can click on Search Invoice Records to expand the search options to review older invoices or locate a specific invoice

If you require any assistance please reach out to support@bankful.com