fairless947-btin
Level 1
‎May 01, 2023 08:12 AM

Can I send an invoice via text/WhatsApp and have it know it's been 'sent? I don't email to many of my customers, which seems to be the only way I can see at the moment.

 
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GlinetteC
Moderator
Moderator
‎May 01, 2023 10:47 AM

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Yes, it is doable in QuickBooks Online, fairless947.

 

Sending invoices via WhatsApp is an effective way to reach your customers and be paid faster. I'll be happy to guide you through the steps.

 

To send the invoice with Whatsapp on a computer:

 

  1. Open QuickBooks Online and create an invoice.
  2. Select the small arrow icon next to Save and send.
  3. Choose Save and Share (Whatsapp).
  4. Enter the customer's email and message you'd like your customer to see in Whatsapp.
  5. Select Share and Close. It will open a new tab for Whatsapp web.
  6. Follow on-screen instructions.
  7. Choose a contact to send the invoice.
  8. Tap the send icon t send your message.

 

If you want to send an invoice via Whatsapp using the mobile app (iOs), the instructions are provided in this article: Send invoices with Whatsapp.

 

I'm also sharing these resources you can read that contain details on personalising and recording customer invoice payments in QuickBooks as your guide in future tasks:

 

 

 If you have any further questions about the invoice, please tag me in your response. I'm always willing to lend a helping hand!

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fairless947-btin
Level 1
‎May 01, 2023 02:27 PM

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Thank you for your reply. I have been sending them the way you're suggesting (preview and share), but don't understand why it can't change the status to sent. This is the easy way of knowing if you've sent an invoice or not.

 

Does the computer version say it's been sent?

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JaeAnnC
QuickBooks Team
QuickBooks Team
‎May 01, 2023 04:12 PM

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It's great to have you here again in the thread, @fairless947-btin. I'll show a different method for determining when an invoice is sent via WhatsApp in QuickBooks Online (QBO).

 

You can reach your customers easily by sending invoices via WhatsApp. This way, it speeds up the payment process by meeting your customers where they are.

 

Here's how to determine if you've sent them:

 

  1. Go to Sales and select All Sales.
  2. Click the Gear icon.
  3. Under Columns, check Last Delivered.
 
 

image (1).png

image (2).png

 

The invoice has been sent if a date appears in the Last Delivered column. 

image (3).png

Additionally, you can create templates for recurring invoices in QBO. This way, you don't have to send the same invoices manually because QBO automates this process for you.

 

Let me know if you have further questions about sending invoices thru WhatsApp. We're happy to help you always. Stay safe!

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