Creating and sending invoices

With the invoicing workflow on, you can create invoices from your dashboard.

1. Choose Create Invoice and pick the document type.
2. Add the customer's name and WhatsApp number, and the items.
3. For VAT: add the client's VAT number if they have one, or tick Client is outside South Africa (zero-rated VAT) where that applies.
4. Tick Also send it to the customer on WhatsApp now to deliver it immediately.

The customer receives a PDF they can open right in the chat.