Whatsapp Invoicing: Steps Towards Simplified Billing

By Author: eazybills
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Every business generates invoices regularly. The current process usually involves logging in to complex accounting software that is not always easy to understand for most business owners. However, with the introduction of WhatsApp, invoice management for businesses has become easy.
In this article, we will give you insightful knowledge of WhatsApp Invoice and how it benefits businesses.

WhatsApp Invoice

The main driver behind implementing WhatsApp Invoice for Business is promoting accessibility and making it more convenient for our regular users to perform simple tasks like quote documents that they could immediately email to their clients.

Benefits of WhatsApp to Businesses

WhatsApp allows businesses to communicate with customers, automate customer service, and manage customer interactions all in one place. Some other benefits of WhatsApp for business are:

Increased convenience: With Business WhatsApp, users can access prime business information and perform tasks directly from the WhatsApp app. ...
... It can save time and increase productivity for busy business owners and employees.
Better mobility- It permits business management software through WhatsApp to manage their businesses from anywhere, at any time. It is mainly beneficial to businesses with employees who are frequently on the go or work remotely.
Accessibility- WhatsApp is a popular messaging app and is available on several platforms, making it accessible to a vast range of users, including those who may not have access to traditional computer systems.
 
Generate an invoice on WhatsApp with Eazybills.

The process of generating an invoice on WhatsApp is easy. Below are the steps to create an invoice on WhatsApp:

Create a Chat Profile: When you message Eazybills for the first time, we will create an Eazybills account for you.
Select Create an Invoice- After creating a chat account, you will see a menu that you can use to choose the action you want to execute select Create an invoice.
Enter your business details- If you are generating the invoice for the first time, you need to enter your business information. Your name and address are added to every invoice. You only have to enter this information once.
Enter client profile- You will see a list of clients on your Eazybills profile. You can choose one of the clients to invoice or create a new client profile.
Select products and services- You will be presented with a list of products and services already on your Eazybills profile. You can select from the list or launch a new product or service to add to the invoice.
Add a description and additional notes- Add a description to your invoice, like how the client should make payment or references they should use.
Receive the invoice- You will have to send an invoice to the client directly. Then, you will receive a safe link to download your invoice from WhatsApp.

Conclusion

Integrating your WhatsApp business account with your business management software is a smart move, whether you run a small or large company. It will authorize you to increase customer service, elevating their overall experience. Additionally, it will escalate the effectiveness of your customer communication strategies.
If you aim to stay competitive, it's time to kick off your WhatsApp business presence and seamlessly integrate it with your business management software with Eazybills. Eazybills is the best billing software that helps you get paid faster by automating personalized reminders via programmable workflows that streamline your invoice collection process.