How to send, print, download or share an invoice

Bizwazi gives several ways to deliver an invoice to a customer. You can email it, share it on WhatsApp, download a PDF, print it, or manually mark it as sent.

Email invoice

• Use Email invoice when you want Bizwazi to send the invoice by email.
• The customer should have a valid email address saved.
• The Delivery section can record that the invoice was emailed.
• If the customer says they did not receive it, check the email address and ask them to check spam or junk.

Open in WhatsApp

• Use Open in WhatsApp when the customer prefers WhatsApp communication.
• This is useful in Kenya because many customers and small businesses communicate through WhatsApp.
• You can send a message with invoice details or a link, depending on your setup.
• The Delivery section can show WhatsApp activity where recorded.

Download PDF

• Use Download PDF when you want a file copy.
• PDFs can be sent manually, printed, saved, or shared with an accountant.
• The Delivery section can record PDF download activity.

Print view

• Use Print view when you want a cleaner page for printing.
• This is useful if the customer wants a paper copy.

Mark as sent

• Use Mark as sent if you sent the invoice outside Bizwazi.
• Example: you printed it and handed it to the customer.
• Example: you sent the PDF manually by email or WhatsApp.
• This helps your delivery records stay accurate.