Invoicing and receipts
How to send invoice via WhatsApp?
In this article, we will take you through step by step guide to sending your invoice via WhatsApp.
Follow the steps below:
- Once you create your invoice and it is ready to be saved, Press on
Save and Send. - In the new Send Invoice screen, choose
send by Whatsappoption. - You can also
view or downloadthe invoice by clicking on the links there.
- Now click on the
Send by Whatsappbutton. - Link your Whatsapp number by following the instructions on Whatsapp new page, and you are done.
Send by Email
You can also use the send by Email option from the same page.