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August 13, 2026
Question

I need to amend the way of sending an invoice I accidentally pressed to send invoices always through business suite I need to send via WhatsApp

  • August 13, 2026
  • 1 reply
  • 4 views
Any help appreciated

1 reply

QuickBooks Team
August 13, 2026

Sending invoices via WhatsApp is a per-invoice action and cannot be set as the default delivery method.

 

To do this:

 

  1. Open the invoice you want to send.
  2. Select View/Edit and make any needed changes.
  3. Once done, click the dropdown arrow next to the Review and send button at the bottom.
  4. Select Save & Share (WhatsApp). This opens the WhatsApp share flow.
  5. For the new invoice layout, select Share instead, then follow the steps to share via WhatsApp.

 

Note that sharing with WhatsApp is just for links to invoices at this time. Sales receipts, estimates, and PDFs are not available.

 

For further guidance, check out this article: Send invoices with WhatsApp in QuickBooks Online.

 

If you have any additional questions, please don’t hesitate to reach out. We're always here to assist you.