The customer requests the invoice and boleto via WhatsApp. Sending quickly and securely prevents payment delays and fraud.
In this article
Why send via WhatsApp
The customer reads WhatsApp before email. Sending the invoice and boleto through chat speeds up payment and reduces requests for duplicates. But caution is needed: fake boleto scams use the same channel.
When to send
Right after the sale or on the agreed date.
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PDF or link
Attached document or secure system link.
Utility templates
Outside the 24-hour window, use an approved utility template.
Official number
Always send from the company’s verified number.
Fake boleto scams
Advise the customer to check beneficiary and amount.
Confirmation
Ask the customer to confirm receipt.
Due date reminder
Message one day before due date.
Ready message
"Hi, Paulo! Here is the invoice and boleto for order 1520, due on 10. Please verify the beneficiary is our company before paying."
The numbers that matter
On-time payments, duplicate requests, and average time to receive.
Common mistakes
Sending from a personal number, sending outside the window without a template, and not advising about scams.
In the CRM
Tags for invoice sent, boleto sent, and paid help finance know who needs a reminder without searching conversation by conversation.
Frequently asked questions
Can I send an invoice via WhatsApp using the official API?
Yes. Within the 24-hour window, as a normal message. Outside it, with an approved utility template, attaching the document or a link.
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