There are two ways you can share your invoice directly with clients, via WhatsApp or via Email.
- Tap the Hamburger-menu icon at the top right corner. The navigation bar would slide in from the right.
- Tap Income in the navigation bar, it will show you a list of all your incomes, including invoices.
- Tap the Options icons on the right side of the Invoice you want to share. A dropdown menu will appear.
- Tap Share, a popup will appear, containing a list of ways you can share.
- To share via WhatsApp;
- Tap Share via WhatsApp, another popup will appear
- Input your WhatsApp Number, or check that the one inputted by the system is correct.
- Input your Client’s WhatsApp Number, be sure that the number is active on WhatsApp, as that is the number to which the invoice will be sent on WhatsApp.
- Tap Send WhatsApp and your invoice will be sent to the client!
- To share via Email;
- Tap Share via Email, another popup will appear
- Input your Email Address, or check that the one inputted by the system is correct.
- Input your Client’s Email Address, be sure that the email address is correct, as that is the email address to which the invoice will be sent.
- Tap Send Email and your invoice will be sent to the client!