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Published:

March 18, 2026

How to Send Invoices to Customers via WhatsApp, Email, or Download in Invoiceror

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Delivering invoices quickly to customers is crucial for getting paid faster. The Invoiceror invoicing platform provides multiple ways to send invoices directly to clients. You can deliver invoices via:

  • Email

  • WhatsApp

  • Download PDF

These delivery options are available in two locations within the platform:

1️⃣ After creating an invoice (bottom action bar)
2️⃣ Inside the Documents → Invoice action menu

This  will guide you step-by-step on how to send invoices to customers using these delivery methods.



How to Send Invoices to Customers via WhatsApp, Email, or Download in Invoiceror

Step 1: Create or Open an Invoice

First, create or open an existing invoice.

 

How to create an invoice

  1. Login to your Invoiceror dashboard

  2. Click Create Invoice

  3. Fill in the required details:

    • Customer information

    • Invoice number

    • Date and due date

    • Products or services

    • Quantity and price

  4. Review the total invoice amount.

 

Once your invoice is ready, scroll to the bottom action panel.

invoice creation
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Step 2: Locate the Invoice Delivery Options

At the bottom of the invoice page, you will see the invoice action bar.

 

Available buttons include:

  • Draft

  • Send

  • Preview

  • WhatsApp

  • PDF Download

 

These options allow you to deliver invoices directly to customers using different communication methods.

send on whatsapp, email or download

Step 3: Send Invoice via Email

One of the most common ways to send invoices is through email delivery.

 

How to send invoices by email

  1. Click Send

  2. The system prepares the invoice email

  3. The invoice PDF is automatically attached

  4. The email is sent to the customer’s registered email address

 

Benefits of sending invoices via email:

 

  •  Professional invoice delivery
  •  Automatic invoice attachment
  • Easy client communication
  •  Faster payment response

 

Email invoices are ideal for corporate clients and professional business transactions.

how to create invoice - send the invoice via, PDF download-whatsApp-email-preview- save

Step 4: Send Invoice via WhatsApp

For faster communication, you can send invoices directly through WhatsApp.

 

How to send invoice using WhatsApp

  1. Click the WhatsApp button

  2. The system generates the invoice message

  3. The invoice link or document is attached

  4. Send it directly to your customer’s WhatsApp number

 

Advantages of WhatsApp invoice delivery:

  •  Instant client notification
  •  Faster response and payment
  •  Easy communication with customers
  •  Ideal for freelancers and small businesses

 

WhatsApp invoices are especially useful for local businesses, service providers, and freelancers.

How to manage invoice in invoiceror-11

Step 5: Download Invoice as PDF

If you need to manually send the invoice, you can download it as a PDF file.

 

How to download invoice

  1. Click PDF

  2. The invoice will be generated as a PDF document

  3. Save it to your computer

  4. Send it via:

    • Email

    • Messaging apps

    • File sharing

 

Downloading invoices is useful for:

 

  • Printing invoices
  •  Offline storage
  •  Sending via other platforms
How to manage invoice in invoiceror-10
how to save invoices via PDF
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Step 6: Send Invoice from the Documents Section

You can also send invoices from the Documents → Invoice list.

 
How to access delivery options

  1. Go to Documents

  2. Select the invoice you want

  3. Click the invoice to open the Action Menu

 

Available actions include:

 

  • Email

  • Download

  • WhatsApp

  • Pay Link

  • Edit

  • Status Update

 

This allows you to resend invoices anytime without recreating them.

How to Manage Invoices in the Documents Section of Invoiceror

Step 7: Resend or Share Invoices Anytime

The Documents section allows you to quickly resend invoices if needed.

For example, if a customer requests another copy, simply:

 

  1. Open Documents

  2. Select the invoice

  3. Choose your preferred delivery method:

    • Email

    • WhatsApp

    • Download PDF

 

 

This saves time and improves customer communication.

Click here for FREE access

Benefits of Multiple Invoice Delivery Options in Invoiceror

Using multiple invoice delivery methods helps businesses:

 

 

  • Send invoices instantly to customers
  •  Improve communication and response time
  •  Increase payment speed
  •  Provide flexible invoice delivery options
  •  Maintain professional billing processes

 

This makes Invoiceror a complete invoice delivery and payment tracking solution.

Best Practices for Sending Invoices

  •  Send invoices immediately after completing a service
  •  Use WhatsApp for faster local payments
  •  Use Email for formal business transactions
  •  Provide PDF invoices for documentation

 

Following these practices improves cash flow and customer experience.

Final Thoughts

The Invoiceror invoicing system provides flexible invoice delivery options so businesses can send invoices through Email, WhatsApp, or downloadable PDF.

 

These options help ensure invoices reach customers quickly, improving the chances of faster payment and better financial management.

 

Whether you’re a freelancer, entrepreneur, or small business owner, these tools simplify invoice communication and streamline your billing process.

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