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2020-02-28 08:37:44QuickBooks Business of the WeekEnglishSend Unlimited Invoices with WhatsApp: Sending invoices over WhatsApp is a great way to reach your customers, and it can help you get paid...https://quickbooks.intuit.com/in/resources/in_qrc/uploads/2015/02/2015_2_9-large-am-say_yes_to_mobile_invoicing_and_invoice_on_the_go.pnghttps://quickbooks.intuit.com/in/resources/quickbooks-business-of-the-week/with-quickbooks-now-send-unlimited-invoices-with-whatsapp/Now Send Unlimited Invoices with WhatsApp %%sep%% %%sitename%%

With QuickBooks, Now Send Unlimited Invoices with WhatsApp

1 min read

Are you aware of QuickBooks hero feature – i.e. create invoices and send these over WhatsApp as many as you want? If not, we’re here to help!

Sending invoices over WhatsApp is a great way to reach your customers, and it can help you get paid faster by meeting customers where they’re at. Here’s how it works in QuickBooks Online.

Here’s How to send an invoice with WhatsApp over QuickBooks

Use these steps to share an invoice with WhatsApp on your computer:

  1. On your computer, open QuickBooks Online and create an invoice by doing the following:

Go to Sales Tab → Click Invoices → Click on ‘New Invoice’ button
(as shown below)

 

share with whatsapp

 

Create Invoices by adding the Customer Details, Product, Price and Tax etc.

 

  1. When you’re ready to send the invoice, select the small arrowicon next to Save and send.

Select Save and Share (WhatsApp)

  1. 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.
  2. Enter the message you’d like your customer to see in WhatsApp.

Select 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.

Select a contact to send the invoice to. If you entered a matching phone number for your customers in QuickBooks, their contact is pre-selected.

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.

Note: Sharing with WhatsApp is just for links to invoices at this time. Sales receipts, estimates, and PDFs are not available.

 

Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.

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