Skip to main content
September 12, 2022
Question

Send invitation by watsup?

  • September 12, 2022
  • 1 reply
  • 0 views
Want to make sure my invoice is sent by sending a copy by watsup

1 reply

AlcaeusF
September 12, 2022

Hello, @helem-thebe-gmai.

 

I'm here to share information about sending invoices in QuickBooks Online (QBO).

 

To ensure that I'm on the same page, are you referring to sending invoices with WhatsApp? If so, here's how to do it in QBO:

 

  1. Log in to your QBO account and create an invoice.
  2. When you’re ready to send the invoice, click the small arrow icon next to Save and send.
  3. Select Save and Share (WhatsApp) .
  4. Enter your customer’s email if there wasn’t one on the invoice already. This doesn’t affect where your invoice goes but it is required to create the invoice.
  5. Enter the message you’d like your customer to see in WhatsApp.
  6. Tick Share and Close. A new tab will open for WhatsApp Web. If you need to sign in, you’ll see on-screen instructions for how to use your mobile device to help you sign in.
  7. Choose a contact to send the invoice to. If you entered a matching phone number for your customer in QuickBooks, their contact is pre-selected.
  8. Tap the send icon to send your message. It includes a link to the invoice you created. When a customer uses the link, it will take them to a webpage where they can view the invoice.

 

To know more about sending your customers invoices with WhatsApp, consider checking out this article: Send invoices with WhatsApp.

 

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

 

Please let me know if you're referring to something else or if you have any follow-up questions about sending invoices. I'm more than willing to assist. Take care.