InvoiceKaroInvoiceKaro
Launch

User Guide

Sending Invoices & Reminders

Share invoices over WhatsApp, Email and SMS using each customer's preferences, read the per-channel results, and send timely reminders to get paid faster.

Once an invoice is ready, getting it in front of your customer takes a couple of taps. InvoiceKaro sends over Email, WhatsApp or SMS based on each customer's notification preferences — and you can follow up with reminders just as easily.

The send / success modal

After you save and send, a success modal gives you everything you need to deliver and keep a copy:

  • Share on WhatsApp — open WhatsApp with the invoice and its pay link ready to send.
  • Share by Email — email the invoice with the PDF attached, sent from billing@invoicekaro.com.
  • Download PDF — save a copy for your records.
  • Print — print a hard copy when you need one.
Tip
Every share includes the secure pay link, so customers can pay your UPI or bank directly from the message. See Pay links.

Sending by customer preference

Each customer has per-channel notification preferences — SMS, WhatsApp and Email. When you send, InvoiceKaro uses the channels that customer has opted into, so you don't have to remember who prefers what.

  1. 1Set a customer's channels when you add or edit them — see Customers.
  2. 2Send the invoice; InvoiceKaro delivers over each enabled channel.
  3. 3Review the per-channel results to confirm what went out (and where it didn't).
Note
Invoice emails come from billing@invoicekaro.com. Account emails — welcome, verification codes and trial reminders — come from noreply@invoicekaro.com.

Sending reminders

Chasing a single overdue invoice is quick: open it and send a reminder, which again follows that customer's preferred channels.

  1. 1Filter the Invoices tab to Overdue to see who needs a nudge — see Managing invoices.
  2. 2Open the invoice and tap Remind, or select several and use the bulk Remind action.
  3. 3The reminder includes the pay link so the customer can settle in one tap.
Tip
For milestone and project work, you can schedule reminders automatically and let AI draft the message in a Polite, Firm or Final tone. See Collect.