How does message-to-invoice work?
Send the client, work and amount in a normal WhatsApp or SMS message. Mobillify organizes those details into a draft invoice for your review.
Answers before the next invoice leaves.
Start with the common questions below. Financial changes always remain reviewable and auditable.
Can I use both WhatsApp and SMS?
Yes. Authorized business numbers can use the supported messaging channels available on the selected plan.
Can invoices use my own branding?
Yes. Add your business identity, colours, details, terms and notes once, then reuse them consistently.
Can I review an invoice before sending?
Always. Mobillify creates a draft first. You decide whether to edit, download or send it.
How does Mobillify handle GST, HST and PST?
Choose the customer location and your tax profile. Mobillify keeps GST, HST and provincial taxes on separate, reviewable lines and applies PST only to items you configure as taxable. Tax rules still require your review and do not replace legal or accounting advice.
Do customers need a Mobillify account?
No. Customers receive the invoice through the delivery channel you choose.
How is my data protected?
Mobillify uses secure email authentication and server-side access controls. Private service credentials are never exposed in the browser.
Need account help?
Include your business name and the invoice number if one is involved. Never email a password, verification code, full card number or private API key.
Email Mobillify support