How do I send an Invoice notification through WhatsApp?
To send an invoice notification through WhatsApp,
- Go to Sales and select Invoices.
- Click + New at the top-right corner and enter the necessary details.
- Select the contact persons to whom you want to share the invoice details from the Share invoice with dropdown and click Save and Send.
- In the screen that follows, verify the Message Template and Contacts, and click Send.
To send a WhatsApp notification for existing invoices,
- Go to Sales and navigate to Invoice.
- Select the sales order for which you want to share the invoice details.
- Select WhatsApp Message from the Send dropdown.
- The contact person and the message template will be auto-populated in the following Send WhatsApp Message pop-up.
- Click Send.
Invoice notification will be sent to the respective contacts.