CrizaVoise
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Getting paid

Send an invoice on WhatsApp, and get paid faster

A ready message with the amount and your UPI ID, the PDF one drag away, and a polite reminder when a bill is still unpaid.

By Criza Labs · · 1 min read

Key points

  • Share on WhatsApp saves the PDF and opens the customer's chat with a ready message, including your UPI ID.
  • Save the customer's phone number with the country code so the right chat opens straight away.
  • Unpaid invoices get an editable payment reminder for WhatsApp or SMS.

Most of your customers already use WhatsApp, and a PDF in their chat is easy to find later. CrizaVoise turns sending one into a few clicks.

Before you start

  • Install WhatsApp on the same computer (the desktop app or WhatsApp Web) and sign in.
  • Save the customer's phone number, ideally with the country code, for example +91. Without a number, WhatsApp opens and you pick the chat yourself.
  • Optional: add your UPI ID in Settings, Company Info, so the message tells the customer how to pay.

Sharing an invoice

  1. Open the invoice and choose Share on WhatsApp.
  2. CrizaVoise saves the PDF and shows it in its folder.
  3. WhatsApp opens the customer's chat with a message ready: their name, the invoice number, the amount, your business name and your UPI ID.
  4. Drag the PDF from the folder into the chat, then press Send.

A short guide on screen walks you through each step, so staff can do it without training.

Payment reminders that stay polite

For an invoice with money still due, choose Send payment reminder. CrizaVoise writes a friendly message with the balance, the due date and your UPI ID, and ends with "Please ignore this if you've already paid". Edit it if you like, then send it on WhatsApp or copy it into an SMS.

Tips

  • Send the invoice the same day. People pay bills they remember.
  • Show the UPI QR code on the PDF itself (turn it on in company settings) so the customer can scan and pay from the invoice.
  • Record payments as they arrive, so the next reminder shows the right balance.

Questions

Does CrizaVoise send WhatsApp messages automatically?

No. It prepares the message and the PDF and opens the chat. You check it and press Send, so nothing goes out without you.

CrizaVoise is free billing software that works offline. GST invoices, thermal receipts and WhatsApp sharing, on Windows, Linux and macOS.

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