Tips

How to Send Invoice on WhatsApp to Clients

June 2026 · 4 min read

Most Indian freelancers already use WhatsApp to communicate with clients. Sending your invoice on WhatsApp is the fastest way to get paid — your client sees it immediately, and with a UPI link on the invoice, they can pay in seconds without even switching apps. Here’s exactly how to do it.

Why WhatsApp is the best invoice delivery method in India

  • Instant delivery — no spam folder, no email delay
  • High open rate — WhatsApp messages are read within minutes vs hours for email
  • Easy payment — clients tap your UPI link directly from WhatsApp
  • Familiar interface — clients are comfortable in WhatsApp, less friction than a portal
  • Proof of delivery — blue ticks confirm the client received and read your invoice

Step-by-step: Send a GST invoice on WhatsApp

1

Create your invoice on QuikBil

Go to quikbil.com, click "New Invoice," fill in your client details and service items. Select the correct GST rate — QuikBil calculates CGST/SGST or IGST automatically.

2

Add your UPI ID in Settings

Go to Settings → add your UPI ID (e.g. yourname@upi or your phone number@paytm). QuikBil prints a UPI payment link on every invoice with the exact amount pre-filled.

3

Tap "Share on WhatsApp"

After generating your invoice, tap the WhatsApp share button. QuikBil opens WhatsApp with the PDF attached and a pre-written message. Select your client's chat and send.

4

Client pays via UPI

Your client opens the PDF, taps the UPI link, and pays from PhonePe, Google Pay, Paytm, or their bank app. The exact amount is pre-filled — no chance of wrong amounts.

5

Get a payment notification

You receive a UPI credit notification instantly. Mark the invoice as paid in QuikBil to keep your records clean.

What the UPI payment link looks like

QuikBil generates a UPI deep link in this format:

upi://pay?pa=yourname@upi&pn=Your+Business&am=29500&cu=INR&tn=Invoice+QB-2026-001

When a client taps this link, their UPI app opens with your UPI ID, your business name, and the exact invoice amount (₹29,500 in this example) pre-filled. They just enter their PIN and pay.

WhatsApp message template to send with your invoice

Here’s a professional message template you can customise:

Hi [Client Name],

Please find the invoice for [Project Name] attached.

Invoice: QB-2026-001
Amount: ₹29,500 (incl. 18% GST)
Due date: 25 June 2026

You can pay directly via UPI using the link on the invoice, or transfer to [your UPI ID].

Let me know if you have any questions. Thank you!

Tips to get paid faster via WhatsApp

  • Send the invoice the same day you complete the work — payment probability drops significantly after 48 hours
  • Follow up with a reminder after 3 days — a short, polite WhatsApp message is less intrusive than email
  • Add a due date on every invoice — clients pay faster when there’s a specific date
  • Keep the PDF under 5MB — large PDFs don’t open on older phones; QuikBil optimises PDF size automatically
  • Use a professional business name — it appears on the UPI payment screen, which builds client trust

Is it legal to send a GST invoice on WhatsApp?

Yes, completely. A GST invoice can be issued electronically — as a PDF via WhatsApp, email, or any digital channel. The GST law does not require physical delivery. The only requirement is that the invoice contains all mandatory fields and is issued within the time limit.

Create your invoice and share on WhatsApp — in 60 seconds

Free for your first 5 invoices. UPI payment link included on every invoice.

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Related: How to Create a GST Invoice in 60 Seconds · UPI Invoice · Invoice for Freelancers