Here are the steps to Share Invoice / Report via WhatsApp with PDF Attachment. To learn more, you can also watch this RADIX Online tutorial video:


       


Share Invoice / Report via WhatsApp with PDF Attachment

To share an Invoice or Report through WhatsApp with a PDF attachment in Radix, follow the steps below:

    1. Open Radix Software and open the required Invoice or Report that you want to share through WhatsApp.
    2. Select the required Invoice or Report and open its Print Preview.
    3. In the Print Preview window, click on the WhatsApp icon available near the Export option.
    4. Share on WhatsApp form will open. Enter the required details such as:

To - Enter the WhatsApp number of the party to whom you want to send the Invoice or Report. Alternatively, press F4 to select the required party from the list, if already available in the software.

Message - Enter the message that you want to send along with the PDF attachment.

    1. After entering all the details, verify the WhatsApp number and message, then click on the Share button.
    2. A confirmation message will appear indicating that the PDF copy of the Invoice or Report has been copied and WhatsApp Web will open.
    3. Once WhatsApp Web opens, press Ctrl + V to paste the copied PDF attachment into the WhatsApp chat. The entered message will also appear along with the attachment.
    4. Verify the PDF attachment and message, then click on the Send button in WhatsApp to share them with the selected party.
    5. Similarly, you can share any Invoice or Report through WhatsApp with a PDF attachment without manually saving the PDF and attaching it separately.

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