Sending Invoices
View, filter, and send invoices
Prerequisites: - Buyer must have email address for email delivery - Buyer must have phone number for WhatsApp delivery - Integrations must be configured in Settings
Methods:
- 1. Email Delivery:
- WhatsApp Delivery:
Auto - Send Feature: - Enable in Settings → Preferences - Invoices are automatically sent when created - Send buttons are hidden when auto - send is enabled
Manual Send: - Use action buttons on invoice detail page - Or use quick actions in the invoices table
Pro Tips
- Test email/WhatsApp integration before sending important invoices
- Enable auto-send to streamline your workflow