By email
Open the issued invoice and press Email. The address comes from the customer card. You can change it and add a Message, then press Send. The customer gets the invoice link with a PDF attached, in the language set on their card.
On WhatsApp
The first time, an administrator connects the number: Settings, then the WhatsApp Business card, then Connect WhatsApp. Until then you see WhatsApp is not connected for this business yet.
Once connected, press Send on WhatsApp on the invoice page, check the WhatsApp number, then press Send. If the customer's opt-in is not on their card, you confirm it in the same window. The message goes out as a template in the customer's language, with the document link.
By link
The Customer link card on the invoice page holds a link that opens the printable document with no sign-in. Copy it and send it any way you like. You can also save the file with Download PDF.
If it will not send
- No send buttons: the invoice is still a draft. Issue it first.
- A message saying ZATCA must clear the invoice: once your business is connected, a tax invoice cannot reach the customer before ZATCA accepts it. It is filed automatically, so try again in a moment. The link also says the invoice is not available yet, and starts working by itself once it is accepted.
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