Billing and money

How to share an invoice on WhatsApp

Most clients answer WhatsApp faster than email. PawLoop can open WhatsApp with the invoice details and a secure link already written for you.

Add the client's mobile number

Open the client's profile and make sure a mobile number is saved. Without one, the WhatsApp option asks you to add it first.

Open the invoice

Go to Invoices, then open the invoice you want to send.

Select Share via WhatsApp

PawLoop creates a secure link to the invoice and opens WhatsApp with a message ready to go, addressed to that client's number.

Check and send

Edit the wording if you want, then send. The client opens the link and sees the invoice in their browser, no account or login needed.

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Frequently asked questions

Related guides

Billing and moneyHow to bill your clients for unbilled workFind everything you've done but haven't invoiced yet, and turn it into invoices in a few clicks.Billing and moneyHow to record payments and keep track of who owes whatMark walks, stays and invoices as paid, and see at a glance who still owes you money.Billing and moneyHow to void an invoiceCancel an invoice that shouldn't have been raised without deleting the record.Billing and moneyHow to configure your invoice payment informationSet your bank details, payment terms and invoice numbering so clients know how to pay you.
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