Invoice via WhatsApp/Email
Effective Date: 01 July 2025

Our platform enables businesses to streamline their billing process by offering the flexibility to send GST-compliant invoices directly via WhatsApp and Email. This smart invoicing solution enhances customer communication, improves payment turnaround, and ensures faster invoice delivery through trusted digital channels.

What Is Invoice via WhatsApp/Email?

This feature allows you to instantly send digital invoices to your clients through WhatsApp or Email, offering convenience, real-time delivery, and a paperless experience. It’s ideal for businesses seeking speed, simplicity, and accuracy in invoice distribution.

Key Features

1. Real-Time Delivery
   Send invoices immediately after generation. Clients receive the invoice directly in their inbox or WhatsApp chat, improving visibility and promptness.

2. GST-Ready Format
   Invoices sent through these channels are fully compliant with Indian GST regulations, including GSTIN, HSN/SAC codes, tax rates, and summary breakdowns.

3. Personalized Messaging
   Include a custom message with the invoice for client-specific communication or payment instructions.

4. Payment Link Integration
   Attach a direct payment link with each invoice to encourage instant payments via UPI, card, net banking, or wallet.

5. Auto Reminders
   Automated follow-up messages can be sent for unpaid invoices, reducing manual effort and improving collection efficiency.

6. Secure & Trackable
   All messages are encrypted and trackable, ensuring security and providing confirmation of delivery and view status.

Why Choose Our Invoice Delivery Tools?

• Faster Payment Cycles: Instant sharing means fewer delays in invoicing and quicker payments.

• Digital Convenience: No need to print, post, or manually follow up.

• Customer Satisfaction: Professional communication via familiar channels improves trust and experience.

• Cost Efficiency: Eliminate paper, printing, and courier costs.

• Scalable Solution: Works for SMEs, startups, freelancers, and large enterprises.

Use Cases

• Service providers billing clients after delivery

• Retailers or wholesalers invoicing regular customers

• Online businesses collecting payments for orders

• Freelancers sending project-based invoices

• Agencies and consultants with recurring billing cycles

How It Works

1. Generate invoice through the dashboard or API.

2. Choose the delivery channel: WhatsApp, Email, or both.

3. Add optional custom message or payment instructions.

4. Click ‘Send’—the invoice is delivered instantly.

5. Track delivery and payment status in real-time.

Get Started

Experience fast, secure, and convenient invoicing.

Contact Us
Level 5, ITPL Main Rd, Devasandra Industrial,
Bengaluru, Karnataka 560048
Email: cbdo@dotpe.co
Phone: +447563009191