Prepare a WhatsApp message containing the intended invoice link.
1. Open the invoice
Go to Invoicing → Invoices and open the intended document. Confirm its customer and current status.
2. Open Share on WhatsApp
Save the document, then open Actions → Share on WhatsApp when available.
3. Check the recipient and message
Review the phone number and message shown. Confirm the link belongs to this invoice. Continue to WhatsApp and check the destination conversation before sending.
4. Review the customer copy
If Share on WhatsApp is unavailable, choose Actions → Copy Link. For a saved draft, review Mark as Sent and Copy Link?: copying also marks it as sent. Confirm only when ready to issue the invoice; Cancel copies nothing. Check the copied customer document, then paste its link into the intended WhatsApp conversation.
5. Check document status separately
A message sent outside Invoice Crowd does not prove the invoice was paid. Review its customer view and History for the recorded document events.