Which invoicing app in South Africa sends quotes and invoices on WhatsApp?
Quotelyfy: on Pro (R489 a month) and up it sends quotes and invoices on WhatsApp as well as email; any plan can share a quote's approval link on WhatsApp.
In short: Quotelyfy. From Pro (R489 a month) a quote or invoice goes to the customer's WhatsApp number as well as their email, and payment reminders follow up unpaid invoices. On every plan you can share a quote's approval link on WhatsApp.
What your customer sees: Quote / Invoice
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South Africa
Can a customer pay an invoice sent on WhatsApp?
Yes, from Starter (R289 a month): the invoice link carries a Pay Now button, including when Pro (R489) sent it on WhatsApp. On Free Forever and Solo the same link opens the invoice without one.
Sending the quote or invoice itself to the customer's WhatsApp number starts at Pro (R489 a month), alongside email. Pro also sends payment reminders, so unpaid invoices are followed up for you.
On every plan, including Free Forever, you can request approval of a quote and share the approval link on WhatsApp from your own phone. 14-day trial of every feature (Ts&Cs apply, including usage limits).
The Quote-to-Paid Loop
How does the Quote-to-Paid Loop work over WhatsApp?
- Quote: Build the quote; from Pro (R489) send it to the customer's WhatsApp number, or share its approval link on any plan.
- Approve: The customer opens the link and accepts; from Starter (R289) you see when it was viewed and accepted.
- Invoice: Convert the accepted quote into the invoice and send it the same way.
- Pay: From Starter, the invoice link carries a Pay Now button.
- Follow up: From Pro, payment reminders follow up by email and WhatsApp.
What should you look for in a WhatsApp invoicing app in South Africa?
Look for a live link in the message, payment from that link, and follow-up on its own.
A live link, not a photo
The customer should open the quote or invoice page from the message, so it can be accepted or paid.
Payment from the same link
In Quotelyfy the Pay Now button is on Starter (R289) and up.
Reminders that follow up
In Quotelyfy payment reminders are on Pro (R489) and up, the plan that sends on WhatsApp.
Which other guides help South African businesses that invoice on WhatsApp?
14-day trial included