Customers and money

E-bills on WhatsApp, SMS and email

Send the bill to the customer’s phone or email, using your own provider account. The customer opens a link that works for 48 hours.

What it does

  • Email with your own mail server
  • SMS with MSG91, Twilio, Fast2SMS or Gupshup
  • WhatsApp with Twilio, Interakt, MSG91 or Gupshup
  • A link that works for 48 hours
  • The bill shows items with units and HSN, tax, total, balance due and a UPI QR when money is owed
  • Customers can opt out

How it works

  1. 1

    Connect your provider

    Add your email, SMS or WhatsApp account on your dashboard.

  2. 2

    Bill a customer who has a phone or email

    Choose to send the e-bill, or switch on automatic sending.

  3. 3

    The customer opens the link

    They see the bill and can download the PDF.

Which plans include it? Plans with the “Customers & Udhaar” module. See the plans →

Questions about E-bills on WhatsApp, SMS and email

Do I need a WhatsApp business account?

You use your own provider account (Twilio, Interakt, MSG91 or Gupshup) with an approved message template. Your dashboard shows the exact template to create.

How long does the link work?

The customer’s link works for 48 hours. After that the receipt is removed to protect their privacy.

Can customers opt out?

Yes. A customer can be marked so that no e-bills are sent to them.