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NetSuite |Windcave | Payment link via SMS

This is how to send the Windcave payment link via SMS eg to debtors 



Two-step process

 

Step A: gathering all of the invoice links on the computer

  1. Open the Invoice > Billing > Copy the URL in field "WINDCAVE PAYMENT LINK"

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  1. Use the URL shortener https://tinyurl.com/app or https://www.shorturl.at/ to create short URLs
  2. Create a spreadsheet with client name or phone & tiny URL

 

Step B: sending of SMS with links from phone

  1. Open the spreadsheet on your phone
  2. Copy phone number and tiny URL into the SMS
  3. Send

 

I recommend testing the process first to make sure everything is OK before sending out all links.

We also welcome any suggestions or ideas to make this even quicker/better.

 


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