How do I send an invoice to my customers through WhatsApp?

You can share invoices with your customers directly through WhatsApp from Zoho Invoice. This allows you to send invoices quickly in just a few clicks, making it easier for customers to view and process them instantly.

Prerequisite: To share invoices through WhatsApp, the customer’s contact number must include the country code. Here’s how to add a country code to a contact number:

Go to Customers on the left sidebar.
Select the customer to whom you want to share the invoice.
Click Edit at the top.
Enter the appropriate country code next to the contact number.
If you are sharing the invoice with a contact person associated with the customer, navigate to the Contact Persons tab and select the country code for their number.

To send an invoice through WhatsApp:

Go to Invoices on the left sidebar or press shift + i to navigate to the Invoices module instantly.
Select the invoice that you want to send.
Click the Send dropdown and select WhatsApp Message.

Note: Invoices can be shared through WhatsApp only after they are sent or marked as sent. If an invoice is not yet sent, a pop-up will appear in which you can click Proceed to mark it as sent.

Click the Send To dropdown and select the contact to whom you want to send the invoice.
Review the Message Content and make the required changes.
Click Share and WhatsApp will open in a new tab.
If you haven’t logged in to WhatsApp in your browser, log in to your account. The message will then appear in the contact’s chat.
If you are already logged in to your WhatsApp account in the browser, the message will appear directly in the contact’s chat.
Click the Send icon to send the message.

The message will be sent from the WhatsApp account you’re currently logged into on your device.

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