Does the customer need to have messaged me first?

No. Invoice and receipt messages use Meta-approved utility templates, which can be sent outside the 24-hour window to customers who have agreed to receive business messages.

Does this use my WhatsApp conversation allowance?

Yes. Each invoice message opens a utility conversation unless one is already open with that customer. Utility conversations are included in your plan's monthly allowance.

Can I edit the message wording?

Yes. The template text is editable in settings and resubmitted for approval automatically.

Which KztOne plan includes invoices on whatsapp?

Invoices on WhatsApp is included in the Starter plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.

WhatsApp Mark · Invoices on WhatsApp

Customers read WhatsApp long before they open email

When staff send an invoice, the email goes out as usual and the customer also receives a WhatsApp message with the PDF and a link to the hosted page with a Pay now button.

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Included in: Starter and above
Status: Available now
Module: WhatsApp Mark
Trial: Included in the 7-day trial

On by default, off per customer

The send dialog has an 'Also send on WhatsApp' box, ticked by default. The number comes from the contact's WhatsApp or phone field, converted to international format automatically. If there is no usable number, staff see a clear notice and the email still goes.

Email and WhatsApp in one send
Automatic +234 formatting
Per-send opt-out

Logged and retried

Each send is recorded in the invoice's activity log and in the customer's WhatsApp thread. A failed send is retried and flagged; it never fails silently.

Activity log on the invoice
Retry on temporary failure
Failure alerts to the sender

Receipts and reminders too

Payment receipts, 'payment confirmed' messages and overdue reminders use the same channel with approved templates.

Receipt on payment
Reminder schedules
Quotation delivery with accept link

What you get

Faster payment: The invoice is seen, and paid, sooner.
Proof of delivery: Delivered and read ticks on every invoice send.
No extra work: One click sends both channels.

Questions

Does the customer need to have messaged me first?: No. Invoice and receipt messages use Meta-approved utility templates, which can be sent outside the 24-hour window to customers who have agreed to receive business messages.
Does this use my WhatsApp conversation allowance?: Yes. Each invoice message opens a utility conversation unless one is already open with that customer. Utility conversations are included in your plan's monthly allowance.
Can I edit the message wording?: Yes. The template text is editable in settings and resubmitted for approval automatically.
Which KztOne plan includes invoices on whatsapp?: Invoices on WhatsApp is included in the Starter plan and above. Every new workspace gets a 7-day trial of the full platform, so you can try it before choosing a plan.

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