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1 reply

MaryLandT
Level 10
September 15, 2022

Hi there, ontheroadmechani.

 

Let me help check why the invoice wasn't sent via WhatsApp. A slow internet connection is one of the possible reasons why invoices won't send.

 

Let's go ahead and log into your QuickBooks account and check the status if the invoice was sent or not. You can follow the steps below.

 

  1. Go to Sales from the left menu, then Invoices.
  2. Find and click the invoice.
  3. Look at the Invoice activity to see the status. 
  4. You'll see a green dot with a status Sent. If not, the status is Opened

 

You can send it again. Please know that you can send invoices with WhatsApp on your computer or your mobile (Android) QuickBooks mobile app. Check out this article for the steps to the option that you'll select: Learn how to send your customers an invoice with WhatsApp.

 

Once your client receives the invoice and pays what they owe, it's time for you to record the payment. Here's a guide for you: Record invoice payments in QuickBooks Online

 

Let me know if there's anything else I can help you with sending invoices via WhatsApp. Just leave a comment below and I'll get back to you.