What the invoice can carry
Branded text invoices for small businesses
Branding in a text is your name, said clearly, plus an invoice page that is not a screenshot. You do not need a custom SMS colour.
Put the brand in the first words
Small businesses overbuy branding when the real problem is an unnamed text from a private number. Start the message with the business name the customer heard on the phone. Keep that name on the invoice. A logo on a Pro plan is useful on the PDF. It will not rescue a message that says “hi invoice attached”. Colours in the SMS itself are not available and do not matter. Consistency matters: the same name on the van, the text and the PDF. If you trade under your own name, use that. A sudden limited-company name the customer has never heard looks like a different biller.
Brooks Painting — three rooms and the paint, due in 14 days: https://invoicetxt.com/i/your-link
Open with the business name
The lock screen should identify you before they tap.
Use one trading name
Do not swap between a nickname and a company in the same thread.
Let the page carry the layout
The SMS stays plain text. That is a feature. Plain text gets delivered.
Add a logo on the PDF when the plan includes it
The logo is for the file, not the bubble.
What to put on this invoice
- The trading name in the first line
- The same name on the invoice
- A plain-text message that still gets delivered
- A PDF that looks finished
Questions about this job
Do I need a short code?
No. The number they already have is more trusted than a short code they do not.
Can I brand the link preview?
The page title identifies the invoice. Do not depend on a preview image. Previews change by app.
What if I have two businesses?
Two names means two conversations. Do not send a plumbing bill from the cleaning name.
The brand is the name they recognise. Everything else is decoration until that is right.
Related guides
Track who opened your text invoice
When the customer opens the invoice link, the status moves to viewed. You can see that they opened the page. You cannot see that they read every line.
Open guide →Schedule a text invoice for later
Create the invoice now, copy the link, and send the text when you said you would. InvoiceTXT does not sit in your messages app and send at 9am by itself.
Open guide →Multi-currency text invoices
Label the invoice with the currency you actually billed. The text should say the currency in words. InvoiceTXT does not convert currencies for you.
Open guide →