How to · Invoices

How to send an invoice on WhatsApp

Customers open WhatsApp far more often than email. Send the invoice where they will actually see it — from your official business number, with the PDF attached.

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Short answer

If the customer messaged you in the last 24 hours, open the chat in Lead Pattern and attach the invoice PDF like any file. Otherwise, send an approved utility template with a document header (for the PDF) and variables for the invoice number and amount. For automatic invoices from your billing software, a developer can send the same template through the Lead Pattern API.

Reply to a customer (Help Center)

Step by step

How to do it in Lead Pattern

Open the chat

Find the customer in the Lead Pattern inbox. If they wrote to you in the last 24 hours, you can reply freely.

Attach the PDF

Use the attachment control in the composer to add the invoice document, add a short note and send.

Window closed? Use a template

Outside 24 hours, WhatsApp needs an approved template. Create a Utility template such as “Invoice issued” with a document header and variables for invoice number and amount.

Let the customer reply

Questions about the invoice come back into the shared inbox, where accounts and sales can both answer and assign the chat.

Tips for invoice messages - Pick the Utility category. An invoice about the customer's own order is a non-promotional update. Add an offer and Meta can treat it as Marketing (≈ ₹0.86 instead of ≈ ₹0.115). [See pricing →](/pricing) - Keep the text specific: invoice number, amount and due date — not a lone variable at the start or end. - Add a button: a Visit website button can open your payment page; a quick reply like “Talk to accounts” starts a chat. - Many customers at once? Send the invoice details to everyone from an Excel file — one row per customer. [Bulk from Excel →](/how-to/send-bulk-whatsapp-from-excel) Attaching each customer's own PDF automatically needs the API (a developer). - Use SAP Business One? Lead Pattern's connector sends invoices from SAP documents. [SAP Business One →](/integrations/sap-business-one)

Templates to start with

Dealer & B2B templates

Invoice issued, dispatch, credit limit.

See templates →

Payment reminder templates

Due soon, overdue, outstanding statement.

See templates →

Webhooks & API

Send invoices from your own software.

Read →

Questions people ask

Can I send a PDF on WhatsApp Business API?+

Yes. Inside the 24-hour window you can attach a document to a normal reply. Outside it, use an approved template with a document header for the PDF.

Is an invoice message Marketing or Utility?+

An invoice about the customer's own purchase is usually Utility — about ₹0.115 per message in India. Meta checks the content, so keep promotions out of it.

Can every customer get their own invoice automatically?+

Yes, with a developer: your billing software calls the Lead Pattern REST API to send the template with that customer's PDF. SAP Business One users can use the ready-made connector.

Will the customer see my business name?+

Yes. The message comes from your own WhatsApp business number with your business profile, not from a personal phone.

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How to send an invoice on WhatsApp

How to do it in Lead Pattern

Open the chat

Attach the PDF

Window closed? Use a template

Let the customer reply

Dealer & B2B templates

Payment reminder templates

Webhooks & API

Questions people ask

Send bulk WhatsApp from Excel

Broadcast without saved numbers

Schedule a WhatsApp message

One number, many users

Add a WhatsApp button to a website

Set up WhatsApp auto-reply

Try it on your own number — free for 14 days.