{"id":150819,"date":"2026-10-14T15:11:58","date_gmt":"2026-10-14T15:11:58","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%a7%d9%84%d9%81%d9%88%d8%a7%d8%aa%d9%8a%d8%b1-%d9%88%d8%a7%d9%84%d9%85%d8%b3%d8%aa%d9%86%d8%af%d8%a7%d8%aa-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1-%d9%88%d8%a7\/"},"modified":"2026-10-15T12:37:21","modified_gmt":"2026-10-15T12:37:21","slug":"sending-invoices-and-documents-to-clients-and-suppliers-by-email-sms-and-whatsapp","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-invoices-and-documents-to-clients-and-suppliers-by-email-sms-and-whatsapp\/","title":{"rendered":"Sending Invoices and Documents to Clients and Suppliers by Email, SMS, and WhatsApp"},"content":{"rendered":"
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You can send invoices, quotations, and other documents directly to your clients and suppliers from the system via email, SMS, or WhatsApp. This guide explains the available sending methods for each document, what the client receives, how to edit the message and attach files, how to send messages to multiple clients at once, and where to find the log of sent messages.<\/p>\n

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Note:<\/strong> To send SMS messages or use the official WhatsApp integration, you must first activate the SMS application and configure the service provider. Email sending works immediately, but we recommend configuring your company’s email through SMTP Settings<\/a> so that emails are sent from your company’s email address.<\/p>\n<\/div>\n

Article Contents<\/strong><\/p>\n

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  1. Sending Methods for Each Document<\/a><\/li>\n
  2. Sending by Email<\/a><\/li>\n
  3. What Does the Client Receive?<\/a><\/li>\n
  4. Sending SMS Messages<\/a><\/li>\n
  5. Sending via WhatsApp<\/a><\/li>\n
  6. Sending to Multiple Clients at Once<\/a><\/li>\n
  7. Sent Message Log<\/a><\/li>\n
  8. Limits<\/a><\/li>\n
  9. Reasons for Sending Failures and Their Solutions<\/a><\/li>\n
  10. Frequently Asked Questions<\/a><\/li>\n<\/ol>\n

    Sending Methods for Each Document<\/h2>\n

    On the document details page, click Send via<\/strong> and select a method. The Email<\/strong> option appears if the client has a registered email address and the document is not a draft. The SMS<\/strong> option appears if the client has a phone number and the SMS application is enabled.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n
    Document<\/strong><\/th>\nEmail<\/strong><\/th>\nSMS<\/strong><\/th>\nWhatsApp<\/strong><\/th>\n<\/tr>\n
    Sales Invoice<\/a><\/td>\nYes<\/td>\nYes<\/td>\nYes<\/td>\n<\/tr>\n
    Estimate<\/a><\/td>\nYes<\/td>\nYes<\/td>\nYes<\/td>\n<\/tr>\n
    Sales Order<\/strong>, Return Invoice<\/strong>, Credit Note<\/strong>, Debit Note<\/strong><\/td>\nYes<\/td>\n\u2014<\/td>\n\u2014<\/td>\n<\/tr>\n
    Client<\/a><\/td>\nYes (individual and bulk)<\/td>\nYes (individual and bulk)<\/td>\nYes<\/td>\n<\/tr>\n
    Client Statement<\/strong><\/td>\nYes, using the Send to Client<\/strong>\u00a0button<\/td>\n\u2014<\/td>\n\u2014<\/td>\n<\/tr>\n
    Purchase Invoice<\/strong>, Purchase Order<\/strong>, Purchase Quotation<\/strong><\/td>\nYes, using the Send Email to Supplier<\/strong> button<\/td>\n\u2014<\/td>\n\u2014<\/td>\n<\/tr>\n
    Payment Voucher<\/strong><\/td>\nYes, from the print template, then click Send Email<\/strong><\/td>\n\u2014<\/td>\n\u2014<\/td>\n<\/tr>\n
    Work Order<\/strong> and Booking<\/strong><\/td>\nYes<\/td>\nBooking<\/td>\nWork Order<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Sending by Email<\/h2>\n
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    1. Open the document, click Send via<\/strong>, and then select Email<\/strong>.<\/li>\n
    2. Select a template, or leave the Default Email Template<\/strong> selected.<\/li>\n
    3. Review the Message Details<\/strong>. The client’s email address appears in the To<\/strong> field. You can add other addresses in CC and BCC, or select Send a copy to my own email (BCC)<\/strong>.<\/li>\n
    4. Edit the Subject<\/strong> and message body as needed.<\/li>\n
    5. Under Attachments<\/strong>, select the files you want to attach: the document file (such as Attach Invoice File<\/strong>), Attach Terms and Conditions Files<\/strong>, the document’s attachments, or Attach Another File<\/strong> from your device.<\/li>\n
    6. Click Send<\/strong>.<\/li>\n<\/ol>\n

      You can edit the default email templates from Email Templates<\/a>.<\/p>\n

      What Does the Client Receive?<\/h2>\n