HelpInvoices
Texting an invoice
When you send an invoice, Fieldsmith also texts the customer, but only when four things are all true. A text is never sent to someone who hasn't agreed to it. That isn't a setting, it's the law.
The four conditions
The invoice is linked to a customer, so there's someone to text.
There's actually a balance due. Nobody gets chased for money they've already handed over.
That customer has agreed to be texted, hasn't opted out, and has a phone number on file.
It's between 8am and 9pm. Nobody gets a bill at midnight.
How a customer agrees
Every email you send them carries a one-line opt-in link. They tick a box on that page. Opening the link doesn't sign them up. They have to say yes.
You can't tick it for them, and neither can we.
The text is always extra, never instead
The email goes out regardless. If the text can't be sent for any of the reasons above, that's silent and nothing else changes.
Stopping
Every text carries STOP instructions. A customer who replies STOP stops getting them, immediately and permanently, without you doing anything.
Related
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