Invoices and payments in one place
Create branded invoices for services and products, request online payments through Stripe, Razorpay or MyFatoorah, and track every payment in reports.
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Trusted by businesses worldwide
Bill and get paid with less admin
Branded invoices
Create professional PDF invoices with your logo, company and tax details at no extra cost. Add services and products to the same invoice for complete billing.
Online and offline payments
Request payments through Stripe, Razorpay or MyFatoorah, and record cash or cheque payments too. Every payment, online or offline, ends up in the same accurate records.
Automatic invoices and receipts
Automations send invoices and payment receipts to your customers, so your team does not have to. Documents go out on time and with fewer manual errors.
Key features of invoicing and payments
Branded e-invoices
Add your branding, company and tax information once, and every invoice goes out as a professional PDF at no extra cost. Your invoices look consistent whoever on your team creates them, and everything is set up within the platform, with no separate invoicing tool to manage.
Invoices for services and products
Bill services and products together, so one invoice covers everything a customer bought, from a booked session to the products they took home. Complete invoices make billing simpler for your team and clearer for your customers.
- Services: appointments and class bookings
- Products: items from your catalogue
Online and offline payments
Keep every payment in one place for accurate financial records. Record cash, cheque and other offline payments as they come in, or request online payments through the gateway that suits your region:
- Stripe: available globally
- Razorpay: for businesses in India
- MyFatoorah: for businesses in the GCC
Automated invoices and receipts
Send invoices and payment receipts automatically, so customers get the right document on time. Invoices and payment requests can go out by WhatsApp, email or SMS, which cuts manual work for your team and keeps communication with customers timely and accurate. Your team spends less time on paperwork and more time with customers.
Payment and sales reports
Track payments in real time and generate detailed reports and receipts for transparent, accountable finances. Break results down by staff member to monitor performance, track revenue and make informed decisions.
- Invoice reports: what has been billed
- Sales reports: revenue by staff member
- Payment reports: what has been collected
How to invoice clients and collect payments online
Invoicing works best when it starts from the work you already record. When a client books through online appointment scheduling or joins a class, your team can add that service to an invoice along with any products sold on the day, so one document covers the whole visit.
A typical setup takes three steps:
- Add your logo, company details and tax information so every PDF invoice carries your branding.
- Connect the payment gateway that fits your region: Stripe for most countries, Razorpay in India or MyFatoorah in the GCC.
- Decide which messages should go out automatically, such as a new invoice or a payment receipt.
From there, a customer can pay online through the payment request, or pay at the front desk by cash or cheque and have your team record it against the invoice. Either way, online and offline payments end up in the same records and reports.
This suits service businesses that bill per visit, such as salons, studios and healthcare providers, as well as shops that sell products alongside services. If you charge the same customers every month, pair invoicing with recurring billing and session credits so an invoice is generated each cycle. Products you add to invoices can also come from stock tracked by SKU code, so sales and stock levels stay aligned.
Works well with
Reports
Review invoice, sales and payment figures by staff member to see how your business is performing.
Automation
Use automations to send invoices and payment receipts to customers without manual work.
CRM for SMBs
Keep clients, bookings and conversations in one CRM, the same records your invoices are issued to.
What our customers say
We’ve been using Whautomate for the past few months and it has been an exceptional tool for automating our WhatsApp replies. It has significantly improved our customer service efficiency, saving us valuable time. We also want to highlight the service provided by Babu, the founder, who has consistently been responsive and helpful. We wholeheartedly recommend Whautomate for anyone seeking effective automated solutions.
Natalie HiongFounder, Creative Hearts
We were lucky to find Whautomate when we were looking for a razorpay integrated appointment scheduling software. Whautomate has helped us organize our client calendar effectively and send out professional communication to clients on WhatsApp. The team is responsive and customer support is great. I would highly recommend them.
ChaitraFounder, Untangle
Whautomate took the admin chaos out of running my Pilates studio, scheduling is effortless and client communication finally feels seamless. Highly recommend!
MeryemFounder, Reforma Pilates
Whautomate has helped me to reduce man hours with its automatic reminders after booking of appointments. With the appointment page, I can easily see the agenda for the day and it has the ability to sync to my Google calendar which is very useful.
JustinGeneral Manager, Espressivo Music Academy
I highly recommend Whautomate for their exceptional WhatsApp automation solution. Their team's expertise and dedication impressed me from start to finish. They seamlessly integrated their solution, improving our customer service and productivity. Trust them for reliable and effective WhatsApp automation that drives business growth.
Raghavendran RajasekaranFounder, Music Love Yoga
This platform has truly revolutionized the way I run my clinic. Managing Appointments, Billing, and Patient Records has become so effortless, and the WhatsApp automations are a real game-changer. The support team is fantastic, always there to lend a helping hand whenever I need it. If you're looking to take your clinic to the next level, I wholeheartedly recommend Whautomate!
AazamFounder, Sport-fit Physio Care
Honestly, I was a bit skeptical at first about Whautomate, but the team has been incredibly friendly, responsive, and diligent. While many other apps have their pros and cons, if you're looking for fast, reliable tech support that makes your life easier, Whautomate is the way to go. The best tech support and customer service, highly recommended!
Dr. Giri PrasetyaFounder, Spinalign Wellness
After using Whautomate for over a year, I can confidently say it has transformed the way I run my clinic. Appointment scheduling and follow-ups, which was one of the most time-consuming parts of our workflow is now fully streamlined. The WhatsApp integrations are incredibly effective, helping our patients stay engaged, informed, and consistent with their visits.
What sets Whautomate apart is not just the automation, but the team behind it. Their support is unbelievably fast, attentive, and solution-oriented, Especially Mr. Parthiban, He is Gem, Progressive and Positive Thinker, He is Kind and attentive. Any time we needed help, he responded with clarity and efficiency something we’ve rarely experienced with other software providers or any other service providers.
Dr. Abdul AzeezFounder, Pearl Kinesis Healthcare
My overall experience with Whautomate has been positive and helpful for my business. I had researched extensively for platforms that would cater to my specific needs, were quick to install and did not require heavy investments. Whautomate met all my requirements. The team is also great to work with and the CEO was personally involved in critical requirements.
LakshmiCEO, SAMA: The Calm Mind Studio
Using Whautomate for managing my yoga and sound healing classes has made the entire booking process smooth and effortless. From class scheduling to tracking credits and communication, everything feels well organised and easy to use for both me and my students. Grateful for the support and simplicity your platform brings to small wellness businesses like mine. Thank you, Whautomate team, for creating such a helpful system!
Founder, The Unalome
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