WAPI Invoice Management list and billing status workspace

Premium Feature - Invoice Generation

Invoice Generation: Create billing documents that stay connected to the customer journey

Manage invoices, quotes, sales receipts, recurring schedules, payments, templates, delivery, reminders, projects, and source workflows from one billing workspace.

  • Invoices, quotes, and sales receipts
  • Recurring schedules and payments
  • Templates, PDFs, delivery, and reminders
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  1. Invoice Generation

    Prepare the right commercial document

    Use shared customers, projects, items, taxes, terms, discounts, due dates, and custom fields to create a clear draft before it is finalized.

    • Invoices, quotes, and receipts
    • Projects, items, taxes, and terms
    • Source-aware document creation

  2. Invoice Generation

    Give every document a consistent customer view

    Design governed templates, preview localized output, create PDFs, and share protected public views without mixing ordinary billing with fiscal-authority claims.

    • Template editor and localization
    • PDF and protected public view
    • Email, WhatsApp, and SMS delivery
    WAPI invoice template editor

  3. Invoice Generation

    Track what happens after sending

    Record delivery, reminders, acceptance or decline for quotes, payments, allocations, refunds, voids, and recurring runs as distinct lifecycle evidence.

    • Delivery and reminder history
    • Payments and refunds
    • Recurring invoice controls
    WAPI reporting for document communication outcomes

Frequently Asked Questions

Invoice Generation questions

Can invoices be delivered through WhatsApp?
WAPIServer can create invoice documents and support configured WhatsApp delivery and follow-up workflows. Meta messaging rules and the customer’s connected setup still apply.
Is invoice management included in every plan?
Invoice features and usage limits depend on the selected plan. They are product-plan features, not part of the separately priced managed service.
Can WAPIServer track more than invoices?
The billing workspace can cover supported quotes, receipts, recurring schedules, payments, templates, PDFs, reminders, and source-aware records according to plan entitlements.

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