What do I do when a WhatsApp customer asks for an invoice?

Send an itemised bill with your business name, the date, each item and the total. Add any tax details your local rules require, and keep a copy.

• Ask whether they need a plain bill or a tax invoice with a company name.
• Include your business name, address, the date, each item and the total.
• Add tax lines and your tax number only if your local rules require them. Ask your accountant if unsure.
• Send it as a clear message or a PDF, and keep a copy for your own records.
• Use the same format every time so staff do not make one up each time.