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Dec 28, 2020 12:58 PM UTC
Question

Can a invoice be send via whatsupp

Original commenter did not share additional details

1 reply

JasroV
Dec 28, 2020 2:48 PM UTC

Yes, you can, @userbreedegas.

 

Sending invoice via the WhatsApp is possible in QuickBooks Online (QBO). I’d be more than happy to guide you how:

 

  1. Sign in to your QBO account.
  2. Create an invoice.
  3. When you’re ready to send the invoice, click the Save and send drop-down menu and select Save and Share (WhatsApp).
  4. Enter the needed details of the invoice.
  5. Click Share and Close. A new tab will open for WhatsApp Web
  6. Select a contact to send the invoice to
  7. Then click the Send icon to send your message

You can also check this article for more details: Send invoices with WhatsApp.

 

If you’re using the QBO Mobile App, click on the three (3) dots menu at the top right of your invoice and click WhatsApp. 

 

Once your customer pays for their invoice, you can now record the payment in your QBO account.

 

If you have any other concerns or need assistance supervising your invoices, tag me in your reply. I’ll be glad to assist you. Keep safe!