Do my clients need an account to receive invoices?

No. The client receives the message with the PDF attached plus a link to the secure portal (no login required). From there they can view, download and, if it's a quote, sign digitally from their phone. No installation, no registration.

Which plan includes WhatsApp delivery?

Automatic WhatsApp delivery is included in the Premium plan ($5/month). The Free plan only includes email delivery. You can start free and activate Premium when you need WhatsApp.

Send invoices via WhatsApp automatically

Q: How do I send invoices via WhatsApp automatically?

In InvoiceDemo you link your WhatsApp number once by scanning a QR code (same flow as WhatsApp Web). From then on, every client with a phone number saved automatically receives their invoices, quotes and receipts as a WhatsApp message with the PDF attached and a link to the secure portal.

Q: Do I need WhatsApp Business?

No. Works with any WhatsApp (personal or Business). The session uses the same tech as WhatsApp Web, so your number stays yours and the client sees your name and photo as the sender — not an impersonal bot.

Q: What happens if I restart my phone or my WhatsApp crashes?

The session stays active even when you close WhatsApp on your phone, just like WhatsApp Web. Only if you go many days without opening WhatsApp on the original phone (Meta's policy), the session gets invalidated and you have to scan the QR again.

Link your number once with a QR code. From then on, every invoice, quote and receipt reaches the client as a WhatsApp message with the PDF attached and the link to the portal. No copying links, no groups, no extra app.

Activate WhatsApp → See pricing Premium plan $5/month. Start free.

Why WhatsApp delivery changes the game

Across Latin America, the Caribbean and most of the Spanish-speaking world, WhatsApp is the #1 channel for talking to clients. Emails get lost in spam or nobody opens them. Sending the PDF manually by WhatsApp works but takes time: download, open WhatsApp, find the client, attach, write the message, send. With 10 invoices a day that's 30-40 minutes lost.

InvoiceDemo automates that completely: set up once, and from then on every document goes out automatically to the right client. The client receives it as a normal WhatsApp message, not as an email to their inbox. Open rate is 95% instead of the typical 20% for email.

QR-based linking

One-time. Scan a QR from your WhatsApp (same as WhatsApp Web) and the session stays active.

Your number, not a bot

Client sees your name and photo. Not an impersonal API — your regular WhatsApp sending on your behalf.

PDF + portal link

The message includes the invoice PDF and a link to the portal where the client can pay or sign quotes.

No groups, no apps

Client doesn't join any group, doesn't install anything. Direct message from your number to theirs.

Per-client toggle

Decide client by client whether they get WhatsApp, email, both or none. Configured once, works forever.

Works with any WhatsApp

Personal or Business. You don't need a dedicated number just for invoicing.

How to set it up in 5 minutes

Create your account and activate Premium ($5/month, no contract, cancel anytime).
Go to Settings → WhatsApp. You'll see a QR code.
From your WhatsApp: Menu → Linked devices → Link a device → Scan the QR. Takes 5 seconds.
Enable "Auto-send WhatsApp" on the clients you want (or all of them when creating new ones).
Create invoices as usual. Each document you generate reaches the client automatically on WhatsApp.

If you just want to send occasionally without auto-send, you can also click "Send by WhatsApp" on each individual document.

Compared to other options

vs. sending manually by WhatsApp

Manually takes 2-3 minutes per invoice. With 20 invoices a month that's 60 minutes. With auto-send: 0 minutes — the invoice sends itself on save.

vs. WhatsApp Business API (Meta official)

The official API charges per message, requires a template-approval process, and your number becomes a "business number" (you lose personal WhatsApp). InvoiceDemo uses the web-session method — free, unlimited, keeps your personal number, ready in 5 minutes.

vs. other invoicing software

Most invoicing software (Alegra, Siigo, QuickBooks, etc.) only delivers by email. Some integrate WhatsApp via the official API (expensive and complex). InvoiceDemo is one of the few that does direct delivery from your own number at no extra cost.

Frequently asked questions

How do I send invoices via WhatsApp automatically?

Link your number once by scanning a QR (like WhatsApp Web). After that, each client with a saved phone receives their invoices automatically as a message with PDF attached and link to the portal.

Do I need WhatsApp Business?

No. Works with any WhatsApp (personal or Business). Client sees your name and photo, not a bot.

Do my clients need to install something?

No. They receive the message with PDF and a link to the secure portal (no login). They can view, download and sign quotes from their phone without an account.

What if I restart my phone?

Session stays active even when WhatsApp closes on your phone. Only if you go many days without opening WhatsApp on the original phone (Meta policy), the session invalidates and you scan the QR again.

Which plan includes WhatsApp?

Premium ($5/month). Free plan is email only. You can start free and activate Premium anytime.