This feature is currently in beta. Please get in touch with the splose support team if you're encountering any issues.
Sending an invoice by SMS puts it in front of clients who don't regularly check email, along with a secure link they can use to view and pay it. It uses the SMS credits your practice already has, and you can send by SMS instead of email or alongside it.
This guide covers what you need before sending, how to send an invoice by SMS and choose who receives it, and how to check its delivery status.
Before you begin
You will need available SMS credits. Check out the following help centre article for more:
SMS notifications and creditsThe client must have a valid mobile number and SMS communications enabled on their profile.
If you are using Stripe, make sure your invoice includes a pay link so the client can pay from the SMS.
Send an invoice by SMS
The steps below outline the steps to send an existing invoice to a client by SMS.
Open the invoice you want to send.
Select Send SMS.
Check the recipient's mobile number and edit the message if needed.
You can only send the invoice SMS to people already on the invoice: you can't enter a new phone number here.
When you open the send window, splose pre-selects one recipient for you:
If the invoice has a bill-to contact, their first mobile number is pre-selected.
Otherwise, the patient's first mobile number is pre-selected.
Any other mobile numbers on the patient or bill-to contact appear in the dropdown but aren't selected. Associated contacts set to receive invoices also appear in the list, but aren't pre-selected; add them only if you want them to get the SMS.
Select Send.
💡 Each recipient you select is sent a separate SMS. Sending to multiple recipients uses multiple credits.
Track the invoice SMS
After you send, splose marks the invoice as sent, the same as sending by email. The invoice status then moves to Awaiting Payment.
The SMS itself also has a delivery status, so you can see whether it reached the client:
Delivered: The SMS reached the client's phone.
Failed: The SMS couldn't be delivered (for example, an invalid or disconnected number).
Things to Note
Each SMS uses credits from your SMS balance.
There are currently no SMS templates to choose from when sending your invoice. Please review the message and its details before selecting Send.
Clients can opt out of receiving invoices by SMS. This preference is separate from appointment reminder opt-outs. Opting out of one doesn't change the other.
Troubleshooting and FAQs
Why can't I select the SMS option?
Why can't I select the SMS option?
Check that the client has a mobile number, SMS communications enabled, and that your workspace has SMS credits available.