Send invoices and estimates via WhatsApp

Many customers live on WhatsApp. ORAVA lets you send them their invoice or estimate from your own WhatsApp, and lets them reach you there.

1. Add your business's WhatsApp number

1. Open Branding Settings (an administrator does this).
2. Under WhatsApp, type the WhatsApp number, with the country code if it is abroad.
3. Tap Save WhatsApp number.

Leave it empty to hide the WhatsApp buttons.

2. Send an invoice or an estimate

1. Open the invoice or the estimate and tap Send via WhatsApp (on an invoice, it is under Send).
2. WhatsApp opens on your phone with a message and the link already typed, in the customer's chat. No phone number on file? Type their WhatsApp number and tap Open WhatsApp, or tap Choose the chat in WhatsApp.
3. Press send in WhatsApp.

Back in ORAVA, a Shared via WhatsApp line on the invoice records when it was shared and by whom.

3. Let customers write to you
Once the number is saved, a Message us on WhatsApp button appears on the online invoice, on the estimate page your customer approves, and on your ORAVA website.

Good to know

• Messages go from your WhatsApp, so the customer sees your number, and their replies come back to your WhatsApp, not to the ORAVA inbox.
• ORAVA never sends WhatsApp messages on its own, and the Assistant cannot send them. Automatic messages (receipts, reminders, approval links) go by text or email.
• On a computer, the button opens WhatsApp Web or the WhatsApp desktop app.