Choose a method
WhatsApp invoice vs email invoice
WhatsApp is the right invoice channel when the job was agreed in WhatsApp. Email is right when the payer is a shared inbox. Send one invoice, not two competing totals.
Stay in the chat where they said yes
WhatsApp carries context. The brief, the photo, the “yes go ahead” are already there, so the invoice is a continuation. Email carries forwarding. A finance address can be cc’d, filed and searched by someone who is not in the chat. If your client is a person, WhatsApp usually wins. If your client is a company with an accounts address on the purchase order, email the PDF and you may still text the person you worked with so they know it was sent. Tell them it is one invoice. The design example above is the kind of bill that often needs both: the founder on WhatsApp and the bookkeeper on email.
Design invoice, 12 hours plus revisions, due in 14 days. PDF on the link if you need to forward it: https://invoicetxt.com/i/your-link
Look at where the yes happened
That is the first place the invoice should appear.
Add email when a second person pays
Send the PDF. Do not retype the lines.
Label the second send
“Same invoice as the WhatsApp” prevents a double payment.
Keep revisions as a line, not a voice note
The chat can explain. The invoice has to list.
What to put on this invoice
- WhatsApp for the person who commissioned the work
- Email or PDF for the person who pays
- One total
- A sentence that connects the two sends
Questions about this job
Will WhatsApp compress a PDF?
If you attach one, it might. The link lets them download the original from the invoice page.
What if they have read receipts off?
You still sent it in the thread they use. A later nudge can ask if they opened the link.
Which should a trade use?
WhatsApp or SMS for households. Email when a letting agent or a builder’s office is the payer.
Follow the yes. Add the inbox only when someone else has to pay it.
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