Invoicing and receipts

How to send invoice via WhatsApp?

Last updated Tuesday, May 21, 2024

Watch the video that will take you through step by step guide to sending your invoice via WhatsApp.

Follow the steps below:

1. Once you create your invoice and it is ready to be saved, Press on `Save and Send`.

2. In the new Send Invoice screen, choose `Send by Whatsapp` option.

3. You can also `view or download` the invoice by clicking on the links there.

send invoice


4. Now click on the `Send by Whatsapp` button.

5. Link your Whatsapp number by following the instructions on the Whatsapp new page, and you are done.

Send by Email

You can also use the send by Email option from the same page.