Creating an invoice in WhatsApp

Send Riffit the word new and it sends back a form. Fill it in, check what it read back, save. That is the whole thing, and it works on every plan.

On Pro there is a second way, further down this page, that skips the form entirely.

The form

Tapping Create invoice opens a form inside WhatsApp. It is one screen, and it asks for less than it looks.

Client. A dropdown of your most recent clients, newest first, with New client at the bottom. Pick New client and two more fields appear: their name, and an email you can leave for later.

Service. The first field of every item, and it is required. The list is the services you have saved, each showing its rate (or rate each time if you saved it without one), with New service at the bottom. Pick a saved one and its Details and Rate fill in from what you saved, both still yours to change for this invoice. If you saved it without a rate, the Rate field starts empty and you type it. Pick New service and a What you did field appears instead, for the line that ends up on the invoice. "Packaging design" is enough.

Nothing saved yet? The list holds only New service, so it costs you one extra tap. Saving the things you sell is covered in Your services.

Details. Optional. Use it when the client needs the breakdown and the one-liner will not do.

Qty. Optional, and it means what it says: leave it blank and Riffit uses 1. It takes decimals, so 2.5 hours is a real quantity rather than something rounded.

Rate. The price per unit. With a quantity above 1 the line total is rate multiplied by quantity, so a rate of 4,000 at a quantity of 2.5 bills 10,000.

Add another item. Ticking it opens a second item, and so on up to five. Past that, finish the invoice here and add the rest on your dashboard.

Discount. No discount, a flat amount, or a percentage.

What you have to fill in: the client, and for each item a service and a rate. A saved service brings its rate with it.

What comes back

Tapping Review invoice does not save anything. It sends you a preview:

• the client and their email
• every line, with quantities where you set them
• subtotal, discount, GST, total
• when it is due, worked out from your payment terms

Then three buttons: Save Invoice, Edit, Cancel.

Edit takes you back into the parts you filled in, so a typo does not mean starting again. Nothing is stored until you tap Save.

The faster way, if you are on Pro

Instead of new, write the whole thing in one message:

bill Kabir 18.5k for the website copy

Riffit reads the client, the amount and the work out of that sentence, and lands you on the same preview with the same three buttons. Shorthand like 18.5k becomes ₹18,500. A voice note saying the same thing works too.

This one is Pro, with a limit of 10 a day shared with quotes. Every new account gets 14 days of Pro, so you can try it from day one. More on how it reads what you send: Invoices from a sentence or a voice note.

One sentence does work on Free, in one case: when the rate is already saved. bill Kabir for logo design lands on the same preview if Kabir is one of your clients and logo design is a saved service with a rate.

Three things worth knowing

Every invoice counts on Free. The form has no daily limit, but each invoice it makes counts toward Free's 5 a month, exactly like one made on the dashboard. Drafts count too.

There is no question-and-answer version any more. The form is how an invoice starts in chat. If it does not open for some reason, Riffit hands you a link to your dashboard rather than leaving you stuck mid-conversation.

Saving is not sending. Once saved, the PDF lands in your chat and Riffit asks how the client should get it. On Free that is Email or Later; on Pro, WhatsApp as well. Picking Later leaves it as a draft, and drafts brings it back. What each channel carries is in Sending by email or WhatsApp.