Sending an Invoice via WhatsApp

WhatsApp is the fastest way to get your invoice in front of a customer. Most contractors report faster payments when sending via WhatsApp vs email.

Steps

1. Open your invoice
2. Click Send Invoice
3. Choose WhatsApp
4. WhatsApp opens with a pre-filled message containing:

• A summary of the invoice
• The payment link for online payment
• The PDF download link

1. Select the customer's WhatsApp contact and send

Why WhatsApp Works Better

• 98% open rate vs 20% for email
• Customers see it immediately on their phone
• They can pay with one tap on the payment link
• Feels personal, not corporate

Tip: Add the customer's phone number in their profile so WhatsApp auto-selects them.

Related Articles

• What Is the WhatsApp AI Feature?
• Creating a Payment Link
• Sending an Invoice via Email