Text to invoice
Create an invoice from a text message
For small contractors and service businesses, a simple job message can become an organized invoice draft without retyping every field after leaving the job site.
What to text
What do I text to make an invoice?
Include the customer name, the work or parts supplied, the city or job address and the amount before tax. A phone number or email can be added for delivery but is optional while preparing the draft.
Example. Invoice Alex Morgan, Surrey BC, kitchen cabinet fitting $390, hardware $48, $438 before tax.
Fictional example for illustration. Amounts are before tax.
From text to PDF
From text message to invoice PDF
Describe the job
Send the details from your registered business number.
Review the draft
Check the customer, address, line items and subtotal. Reply EDIT with a change if anything is wrong.
Review the tax
Check GST, HST and PST for the job. Mobillify shows calculated lines for you to review and does not replace accounting advice.
Confirm and receive the PDF
Reply CONFIRM to save, then SEND TEXT, SEND WHATSAPP or SEND EMAIL to receive the final invoice. You forward it to your customer.
Before you text
What needs to be set up first
Owner approval comes first, and nothing is sent to your customer by the original text.
- A registered Mobillify business account.
- A business number that is linked and verified for SMS invoicing.
- Your branding and tax profile, set once.
Other ways to start
Text, WhatsApp, voice or the web
| Way to start | Good when | Learn more |
|---|---|---|
| Text message | You are on site and want the quickest note. | This page |
| Your customers and crew already use it. | WhatsApp to invoice | |
| Voice note | Your hands are busy. English at launch. | How it works |
| Free generator | You need one PDF and want to type it in yourself. | Free invoice generator |
Questions
Text to invoice questions
Do I need to install a new app?
No. Text invoicing works through supported SMS channels once your business number is registered and verified. Mobillify also has a free browser invoice generator for a single PDF.
Does the invoice go to my customer when I text?
No. A text creates a draft for your review. The final PDF is sent to you, and you forward it.
What if I leave something out?
Mobillify asks one short question back, such as which city the customer is in, instead of guessing.
What does it cost?
Mobillify Pro is CAD $49.99 per month. The free generator is separate.
Create an invoice from a text message
Mobillify is in a controlled beta and messaging needs a verified sender. Subscription billing is not active yet.