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Invoice - Send / Issue Invoices directly to Whatsapp

Send / Issue Invoices directly to Whatsapp: Clients of our would love the function to be able to send invoices directly to a Whatsapp account/number from Xero (similar to the "Email" button on invoices). Client contact numbers are already listed on Xero Contacts. Even if this was only added to the Xero mobile app, we think this would be a huge benefit for many businesses.

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Lise Sloane shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminHannah G (Admin, Xero) responded  · 

Hi all, I'm pleased to let you know it's possible to share via WhatsApp. If you're using the mobile app, on the invoice you'd like to send, use the menu in the top right for more options and select Share... Your mobile will come up with options for sharing and if you have WhatsApp installed you can send it to your WhatsApp contacts.

If you're using the web version, on the invoice you'd like to send, use the menu in the top right for more options and select Get link. From here you can copy the link and use WhatsApp Web to compose your message and paste the link to the invoice.

Hope this helps!

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  • Anel Lewis commented  ·   ·  Report

    this would save me time, and speed up quote and INV time. Please add this feature.