Send and get paid - email, WhatsApp and PDF workflow

How to send an invoice by email or WhatsApp

A professional PDF is only useful when the client receives it clearly. Use a short message, attach the PDF, include the total, due date and payment method, then follow up from your invoice dashboard.

Create and send an invoice

Recommended sending workflow

1. Check the PDF previewConfirm logo, company details, client name, address, line items, tax and total before downloading.

2. Use a clear subjectExample: Invoice INV-2026-001 - Your Company. This makes it searchable in email and accounting software.

3. Include the total and payment detailsMention the total amount, currency, due date and bank details or payment instructions.

4. Save the client and productSave repeat clients and services so the next invoice takes less than a minute.

5. Track statusUse draft, sent, viewed, partially paid, paid and overdue statuses to keep your cash flow visible.

Email message template

Hello,

Please find attached invoice INV-2026-001 for the amount of 0.00. Payment details are included on the PDF. Let me know if you need any change or additional information.

Best regards

WhatsApp message template

Hello, I have prepared invoice INV-2026-001. Total: 0.00. I am sending the PDF now. Please confirm receipt when possible.