WhatsApp

2 replies
125 views

Trying to send my invoices via WhatsApp but cant see where. Need help. Thanks!

QuickBooks Online

QuickBooks Team

Sending invoices via WhatsApp isn't available yet for US accounts. As workarounds, you can download the invoice as a PDF or copy the invoice link to share via WhatsApp, SMS, or email.

Here’s how to share the invoice link:

Open any invoice, and click the Review and send dropdown.
Select Share link, then click the Copy link button from the Send your customer a link to their invoice window, and paste it into your message of choice.

You can also explore third-party applications that can directly send invoices to your customers using text messages or SMS. Go to My integrations in the upper right corner and select Explore integrations.

Let me know in the comments if you have further questions.

R

Rusimyhr

Answer

QuickBooks Team

Sending invoices via WhatsApp isn't available yet for US accounts. As workarounds, you can download the invoice as a PDF or copy the invoice link to share via WhatsApp, SMS, or email.

Here’s how to share the invoice link:

Open any invoice, and click the Review and send dropdown.
Select Share link, then click the Copy link button from the Send your customer a link to their invoice window, and paste it into your message of choice.

You can also explore third-party applications that can directly send invoices to your customers using text messages or SMS. Go to My integrations in the upper right corner and select Explore integrations.

Let me know in the comments if you have further questions.

M

Martinusa

New Member

QuickBooks doesn’t currently provide a direct WhatsApp option for sending invoices in all versions. You can download or save the invoice as a PDF and then share it through WhatsApp. If you tell me which QuickBooks version you’re using, I can guide you through the exact steps.

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