How to send an invoice by email or WhatsApp

An approved invoice goes out by email with its PDF, or through your own WhatsApp with a link the customer opens without an account.

Steps

  1. Open the invoice

    Under Sales → Invoices, open the approved invoice.

  2. Choose Send

    Choose Send. The message is written from your email template, with the invoice number, total and a link.

  3. Send by email

    Check the address and choose Send by email. The PDF is attached and the send is recorded on the invoice.

  4. Or open WhatsApp

    Choose Open WhatsApp: it opens with the message and the link written, and you send it from your own WhatsApp.

More guides

About InvoicingPlans and prices in BahrainHow to connect your company to ZATCA (Fatoora)How to turn a quote into a sales order and an invoiceAll guides
How to send an invoice by email or WhatsApp · Aqid ERP