Invoice

Unlike most WhatsApp marketing platforms, WhatsEra includes an invoicing feature to support businesses that operate primarily on WhatsApp. Many businesses don’t have a billing tool, so we provide a simple solution to generate, manage, and share invoices directly from WhatsEra.

Written By WhatsEra

Last updated 8 months ago

How to Create an Invoice

Enter Business & Customer Details

  • Add your business details (From) and customer details (To).

Add Invoice Items

  • Enter the product/service name, quantity, and price.

  • If applicable, add taxes to ensure proper calculations.

Set Invoice Status

  • You can mark invoices with different statuses:

    • ✅ Paid – When payment is received.

    • 📝 Proforma – A preliminary invoice before payment.

    • ⏳ Overdue – When payment is pending beyond the due date.

  • In Invoice Section (if using Invoicing Feature)

    In this context, the due date reflects the payment deadline for an invoice.

    • After the due date, the invoice becomes overdue, and appropriate action may be needed.

Generate & Share the Invoice

  • Once created, you can view, download (PDF), and share the invoice with customers via WhatsApp or other channels.

Key Benefits & Features

🔹 Instant WhatsApp Invoicing: No need for an external billing tool – create and send invoices within minutes.

🔹 Customizable Invoice Format: Add your branding, taxes, and pricing as per business needs.

🔹 Seamless Payment Tracking: Set invoice status to track payments effectively.

🔹 PDF Download & Sharing: Easily download and share invoices with your customers in a professional format.

🔹 Ideal for WhatsApp-First Businesses: If you manage your sales via WhatsApp, this feature simplifies invoicing tracking.

By integrating invoicing into WhatsEra, businesses can manage both marketing and billing in one platform, making operations smoother and more efficient. 🚀