Integrations
Customize your account and preferences
Configure how invoices reach your customers.
WhatsApp — Two Ways:
- •Click the WhatsApp button on any invoice
- •Your WhatsApp opens with the customer, message, and verification link pre-filled
- •You hit Send. Customer receives it from your number.
- •Works on every plan, every device. No Meta account needed.
1. Quick Send (recommended, no setup):
- •For fully automated sending without opening WhatsApp
- •Useful for self-billing portals or high-volume sellers
- •Requires:
- • - Meta Developer account
- • - WhatsApp Cloud API access
- • - System User Access Token
- •Configuration:
- • - Phone Number ID: From Meta Business Manager
- • - Permanent Access Token: System User token with
whatsapp_business_messagingpermission - • - Business Account ID: Optional, for multi-account setups
2. Cloud API (advanced, optional):
Email Integration (SMTP):
- Supported Providers:
- Configuration:
Pro Tips
- Quick Send is the fastest path — no setup, no fees, works on every plan
- Use Cloud API only if you need automated sending or high volume
- Use App Passwords for Gmail if 2FA is enabled
- Test integrations after configuration to ensure they work