How to send a posted FBR invoice to your customer by WhatsApp or email
After an invoice is posted to FBR, you can send it to your customer in a few clicks. Here is exactly how, for both email and WhatsApp.
Before you begin
- The invoice must be Posted, so it has an FBR invoice number.
- For email, your administrator needs to have set up the portal's email settings.
Send by email
- Open the Invoices screen and find the posted invoice.
- Press the email button in that row.
- Check the buyer's email address, or type one in.
- Add a short note if you wish, then press Send.
The customer receives the PDF as an attachment.
Send by WhatsApp
- Press the WhatsApp button in the invoice row.
- Enter the buyer's number. A local number such as 0300 1234567 is converted automatically.
- Add an optional note and press Open WhatsApp.
- Check the message that opens and press send in WhatsApp.
The message names the invoice and your business and includes a secure link to the PDF. Nothing is sent until you press send yourself.
Send a buyer's whole month
Choose the buyer and the month on the Invoices screen, then use the bulk WhatsApp button. You get one message that lists a link for each posted invoice in that period.
About link expiry
Links expire after a number of days. The default is 7, and your administrator can change it. When a link has expired, create a new one with the same button. If an older PDF has been removed to save space, it is rebuilt from your records when the customer opens the link.
Tips
- Include the buyer's name in your note so the message feels personal.
- Send the PDF by email for your records, and the link on WhatsApp for speed.
More detail is on the sharing page. If you want to know what the invoice number and QR code mean, read this guide.