Is it possible to auto-share bulk-uploaded invoices with customers through WhatsApp?

[Geetha_N]

Yes, invoices uploaded in bulk through Excel can be automatically shared with your customers via WhatsApp by enabling the auto-send option.

Kindly refer to the article below for steps to enable auto-sending invoices via WhatsApp.

How to send invoice automatically on Whatsapp

To send invoices automatically on WhatsApp the moment they are created, follow the below mentioned steps. Step 1 - Kindly click on settings. [image] Step 2 - Click on general settings >> Click on preferences >> Click on sales >> Enable the toggle button to send invoices automatically on WhatsApp >> Click on save changes. [image] [image]