Awkward moments
Invoice clients without email
Some customers do not check email, or never gave you one. Text them the invoice link. You do not need an email address to create the bill.
Skip the inbox
Email invoices fail quietly. They land in promotions, they go to an address from 2019, or the customer never had one they use. A text reaches the phone they used to book you. You still produce a proper invoice with lines and a PDF. You only change the delivery. Ask for the mobile number when you book the job, and keep it with the client. Do not ask them to “just check email” as a second step. If a bookkeeper later wants a file, the PDF is on the link.
Book with a mobile number
If you only have an email, you are choosing the channel that already failed.
Send the link, not a screenshot
A screenshot has no PDF and no stable address. The link does.
Put the total in the text
They may never open a laptop to “see the details”.
Keep the PDF for anyone who asks later
No email at the start does not mean no record at the end.
What to put on this invoice
- A mobile number you already message
- The total and due date
- The invoice link
- A PDF on that page for their records
Questions about this job
What if they only use WhatsApp?
Send the same link there. You still do not need their email.
Can I invoice a company with no personal mobile?
Text the person who booked you, and put the company name on the invoice. Ask where their finance team wants the PDF.
Is this less professional than email?
A clear invoice in the channel they read is more professional than a perfect email they do not open.
The channel is a choice about where they look. The invoice is still a list of work and a total.
Related guides
Send an invoice when you have no laptop
The phone browser is enough. Type the line, copy the link, send the text. You do not need a desktop to produce the PDF.
Open guide →Invoice from the truck or job site
Create the invoice in the cab or on the doorstep and send it before the next job overwrites the details.
Open guide →Create an invoice after the customer leaves
If they left before you finished the paperwork, text the invoice the same day. Do not wait until they have forgotten the walkthrough.
Open guide →