Creating and sharing your first invoice on WhatsApp

A Polaris sales invoice is a PDF with your shop’s name and branding, GST per line item, and the full payment breakdown. A bill can be settled by cash, card, bank transfer, cheque or store credit, and a single payment can be split across cash, card, bank transfer and cheque — the invoice shows each portion. Change is calculated automatically, and WHT is applied on B2B bills where it applies.

The sales invoice is one of 13 document types Polaris generates; Quotation, Refund, Customer Statement and Supplier Ledger are among the rest. A quotation converts to an invoice in one click, with partial fulfilment supported.

Sharing on WhatsApp

Once the bill is saved, the PDF shares to WhatsApp or email in one tap. There is no downloading the file and hunting for it in an attachment screen — the customer receives the same document you would print. Every send is recorded in that customer’s communication log alongside SMS, email, and calls, so there is a record of what was sent and when.

What to have ready

• The customer’s WhatsApp number, or bill a walk-in and print instead.
• Products entered with selling prices.
• GST set per product, inclusive or exclusive.
• For B2B bills, whether WHT applies.

What Polaris handles, and what we do with you

Tax lines, the split-payment math, and the ledger entry behind the bill are automatic. Getting your logo and shop details onto the invoice is part of onboarding, and we do it with you. If your first shared invoice looks wrong in any way, send it back to us on WhatsApp and we fix the setup together.

Set it up with us

Message us on WhatsApp and we set up your invoice format with you before you send the first one.