Step 1: Ensure your Stripe, Authorize.net, or Network Merchants Inc. account is integrated.
Navigate to Payments > Integrations
Connect your payment gateway and choose a default.
Step 2: Create the invoice link.
Navigate to Conversations and choose a contact, or navigate to Contacts and click into contact record.
Within the messaging section, there will be a small icon that is a circle with a dollar sign.
A popup window will appear that looks like this:
You can add an item, with a name and cost.
Click “Add an item” to add additional items, or the X icon to delete any you wish to remove.
You’ll see the total added up under the list of items.
The invoice number will be automatically generated.
Next, choose a link expiration date.
NOTE: The link will expire at midnight.
Click Save to confirm your changes.
Step 3: Send the SMS message.
The link will now be created in the SMS draft.
Add any additional text you wish to include.
Send your message.