WhatsApp to invoice
Turn a WhatsApp message into an invoice draft
Already handling your jobs on WhatsApp? Use a connected business messaging workflow to prepare invoices from the same kind of job description you send every day.
Connection required. WhatsApp invoicing is available to businesses with a linked, verified number and a supported messaging sender. Registering alone does not activate WhatsApp. Your client is not contacted without approval.
How it works
How does a WhatsApp invoice work?
Register your business
Enter your company information and confirm that your messaging number is connected.
Send the job
Start with INVOICE, then describe the customer, job, location and amount before tax.
Review the draft
Mobillify presents the invoice number, customer details, line items and any taxes for correction.
Decide what happens next
Save the invoice, edit it, or ask for the PDF to be sent to you. An initial WhatsApp message is never permission to send it to your customer.
Example
A job note and its draft
A fictional carpenter, Northshore Carpentry, messages Mobillify after a kitchen job.
Job note. Invoice Alex Morgan, Surrey BC, kitchen cabinet fitting $390, hardware $48, $438 before tax.
The draft shows kitchen cabinet fitting at $390.00, hardware at $48.00 and a subtotal of $438.00. Any GST, HST or PST appears as separate lines for review. Check the customer details before you forward the PDF.
Fictional example for illustration. Nothing is sent.
Channels
WhatsApp invoicing versus SMS invoicing
Both start the same invoice process. They differ in the sender that is linked to your number.
| SMS | ||
|---|---|---|
| Sender | A connected WhatsApp sender | A linked text message number |
| Starts with | A message describing the job | A message describing the job |
| Final PDF | Sent to you, the owner | Sent to you, the owner |
| Availability | Depends on provider, consent and messaging limits | Depends on provider, consent and messaging limits |
Compare with text to invoice by SMS, or read about simple contractor invoicing.
Questions
WhatsApp invoicing questions
Does registering turn on WhatsApp invoicing?
No. WhatsApp invoicing needs a linked, verified number and a supported messaging sender. Registering alone does not activate it.
Is my customer contacted when I message Mobillify?
No. The draft comes back to you. Your customer only receives the invoice when you forward the PDF.
Can I send a voice note on WhatsApp?
Voice notes are transcribed and checked, English at launch. If a name or amount is unclear, Mobillify asks you to repeat it or send it as text.
What if WhatsApp is not connected yet?
Use the free invoice generator to make a PDF now, or use text invoicing once your number is verified.
Turn a WhatsApp message into an invoice draft
The subscription flow is in controlled beta. Subscription billing is not active yet.