How to Send an Invoice on WhatsApp
Step by step: how to send a professional invoice to a client on WhatsApp, as a link or a PDF, plus a ready-to-send message you can copy and paste.
By the Invoiceflint team · Updated
For a lot of clients, WhatsApp is where messages actually get read. Sending your invoice there — instead of an email that sits unopened — can shorten the time it takes to get paid, especially with homeowners and small businesses.
Send a link or a PDF?
A link opens a web version of the invoice that the client can read on any phone and download as a PDF — and, with an app like Invoiceflint, it tells you when the client has opened it. A PDF attachment is self-contained, but you can't tell whether it was read. For most clients a link is the better default; send the PDF too if a client asks for a file for their records.
How to send an invoice on WhatsApp with Invoiceflint
- Create the invoice in the app, or open one you've already made.
- Tap Send and choose WhatsApp.
- WhatsApp opens with a prefilled message and the invoice link. Pick the client's chat and send it.
- Invoiceflint notifies you when the client opens the invoice, and its status changes from Sent to Viewed.
What to write
Hi [Name], thanks for choosing [Business]! Here's your invoice [INV-0001] for [amount], due [date]: [link]. You can view and download it from the link. Any questions, just reply here.
Tips for invoicing on WhatsApp
- Send from your business number — a WhatsApp Business account keeps work chats separate and looks more professional.
- Put the amount and the due date in the message itself, not only in the link.
- Follow up in the same chat so the invoice and the conversation stay together.
- Keep payment details in the invoice rather than scattered across messages.
Invoicing for your trade
Related guides
- How to Follow Up on an Unpaid Invoice (With Templates)A simple follow-up schedule for unpaid invoices, plus copy-and-paste reminder messages for email, text, and WhatsApp that stay polite and get results.
- How to Invoice a Client: A Step-by-Step GuideLearn how to invoice a client step by step: what to include, how to send it from your phone, and how to follow up so you get paid on time.
- Can You Send an Invoice Through Zelle, Venmo, or Cash App?Zelle, Cash App, and Chime can't send invoices, and Venmo only can from a business profile. Here's how to invoice clients who pay with these apps.