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
- Open the Invoice > Billing > Copy the URL in field "WINDCAVE PAYMENT LINK"
- Use the URL shortener https://tinyurl.com/app or https://www.shorturl.at/ to create short URLs
- Create a spreadsheet with client name or phone & tiny URL
Step B: sending of SMS with links from phone
- Open the spreadsheet on your phone
- Copy phone number and tiny URL into the SMS
- 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.