## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ca/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I create templates for WhatsApp?

To send notifications through WhatsApp, you’ll have to create a template for it. Let’s see an example of how to create one such template for an invoice.

*   Go to _Settings_, navigate to _Integrations & Marketplace,_ and click **WhatsApp**.
*   Select **Invoices** under _Message Templates_.
*   Click **\+ New Template**. The _Create WhatsApp Template_ pop-up will appear.
*   Fill in the _Template Name_ and select the _Template Category_.

**Insight:** The Template Category could either be **Utility** or **Marketing**. [Learn more about](https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines/#template-categorization) [Template Categorization](https://developers.facebook.com/docs/whatsapp/updates-to-pricing/new-template-guidelines/#template-categorization).

*   Mark the **Include a PDF attachment along with this message** checkbox if you want to include the invoice PDF in the WhatsApp message.
*   Click the dropdown next to _Language_ to choose the preferred language for your customers.
*   Edit the content under the _Message_ field if required. You can insert placeholders by clicking the dropdown next to **Insert Placeholders**.
*   Click **Save**.

A template will be created, and once approved, you can send invoice notifications to your customers. Similarly, you can create templates for Sales Orders, Payment Receipts, Customer Statements, Estimates, Retainer Invoices, Credit Notes, and Sales Receipts.

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