How to send an invoice by WhatsApp in Quikpair

Send the customer their invoice without printing anything.

Steps

  1. Open the sale and tap Share.
    Share an invoice, step 1, on a desktop browserShare an invoice, step 1, in the mobile app
    • 1 Share
  2. Check the phone number, which is filled in from the customer record.
  3. Edit the message if you want — it starts from your saved template.
  4. Send by WhatsApp or SMS.
    Share an invoice, step 4, on a desktop browserShare an invoice, step 4, in the mobile app
    • 1 Copy Link
    • 2 WhatsApp

Good to know