How do I send an Invoice notification through WhatsApp?

To send an invoice notification through WhatsApp,

  • Go to Sales and select Invoices.
  • Click + New at the top-right corner and enter the necessary details.
  • Select the contact persons to whom you want to share the invoice details from the Share invoice with dropdown and click Save and Send.
  • In the screen that follows, verify the Message Template and Contacts, and click Send.

To send a WhatsApp notification for existing invoices,

  • Go to Sales and navigate to Invoice.
  • Select the sales order for which you want to share the invoice details.
  • Select WhatsApp Message from the Send dropdown.
  • The contact person and the message template will be auto-populated in the following Send WhatsApp Message pop-up.
  • Click Send.

Invoice notification will be sent to the respective contacts.

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