# Send Invoice PDF - Personalize WhatsApp, Email and SMS template
**Step 1:** Go to the **Whautomate app,** Select the **Settings** menu option, and Click the **Default Communication Templates** option in the Templates section to continue. 👇
**Step 2:** On this page, you can access all default communication templates. The Invoice Send PDF **WhatsApp, Email,** and **SMS** templates are highlighted. Simply click on the **Edit** icon to modify the template according to your preferences. 👇
## Invoice Send PDF - WhatsApp Template
**Step 1:** To edit the **WhatsApp** template, simply select the "**Edit**" icon.
**Step 2:** Select a WhatsApp template message you want to send your client for the invoice PDF.
(a) I used the Whautomate **whauto\_invoice\_pdf\_message(en)** WhatsApp default message template which was already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new **WhatsApp Message Template**, you can select the **Create New Template** link. This will take us to the template page where we can submit our new template.
(b). When you enter **(#)** in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details.
**Eg**: #client.name = {{client.name}}, #business.name = {{business.name}}, etc.
#### Available Personalisation Variables:
**Client Variables**
> {{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}}
**Business Variables**
> {{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}}
**Invoice Variables**
> {{invoice.number}}, {{invoice.totalAmount}}, {{invoice.pendingAmount}}, {{invoice.clientName}}, {{invoice.date}}, {{invoice.dueDate}}, {{invoice.pdf}}, {{invoice.notes}}, {{invoice.paymentUrl}}, {{invoice.partialPaymentUrl}}, {{invoice.paymentRequestId}}, {{invoice.downloadId}}, {{invoice.downloadUrl}}
**Step 3:** After entering all the necessary information, please click on the "**Save**" button to save your changes. 👇
**Step 4:** Now, Create a test client and send yourself an invoice via **WhatsApp** to test it. 👇
## Invoice Send PDF - Email Template
**Step 1:** To edit the **Email** template, simply select the "**Edit**" icon
**Step 2:** On this page, You can modify the **Email Subject and Message** template according to your preferences.
**Note:** Please enter **(#)** to choose from personalisation variables in the parameters E.g. client name, location name, etc.
[**Available Personalisation Variables for Email Template Mentioned in the upper section of WhatsApp:**](#available-personalisation-variables)
**Step 3:** After entering all the necessary information for the Email template, please click on the "**Save**" button to save your changes. 👇
**Step 4:** Now, Create a test client and send yourself an invoice via **Email** to test it. 👇
## Invoice Send PDF - SMS Template
**Step 1:** To edit the **SMS** template, simply select the "**Edit**" icon.
**Step 2:** On this page, You can modify the **SMS Message** template according to your preferences.
Note: Before you change the SMS message you must complete your SMS configuration first.
(i) Check this below link on how to Configure SMS for customized outgoing SMS 👇
[**Email/SMS Sender Configuration**](https://help.whautomate.com/product-guides/communication/email-sms-sender-configuration)
**India:** When you change SMS templates, it needs to be submitted for DLT Approval. For any support or assistance, please don't hesitate to contact our support team.
👉 Please reach out to our support team at this email if you need any help.
**Step 3:** After entering all the necessary information for the **SMS** template, please click on the "**Save**" button to save your changes. 👇
