# 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. 👇

<figure><img src="/files/CCE23KcihkLULFiHzzO3" alt=""><figcaption></figcaption></figure>

**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. 👇

<figure><img src="/files/EGlFEQxuJBPu5oTG7OzO" alt=""><figcaption></figcaption></figure>

## Invoice Send PDF - WhatsApp Template

**Step 1:** To edit the **WhatsApp** template, simply select the "**Edit**" icon.

<figure><img src="/files/iaqq0YDyyqqqTb4dB8GN" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/7UBO3CiHmt1lVeKIlRqo" alt=""><figcaption></figcaption></figure>

(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}}

<figure><img src="/files/U1mGWk9RogGPRCJaccea" alt=""><figcaption></figcaption></figure>

**Step 3:** After entering all the necessary information, please click on the "**Save**" button to save your changes. 👇

<figure><img src="/files/9MCwCo4XdlXoIswbvRFp" alt=""><figcaption></figcaption></figure>

**Step 4:** Now, Create a test client and send yourself an invoice via **WhatsApp** to test it. 👇

<figure><img src="/files/X0jQtRtjSmpNPjRCodHT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/m4VEYBq3qt3ExnSZeOEI" alt=""><figcaption></figcaption></figure>

## Invoice Send PDF - Email Template

**Step 1:** To edit the **Email** template, simply select the "**Edit**" icon

<figure><img src="/files/jCOn0rvJCJGgWDQg6qem" alt=""><figcaption></figcaption></figure>

**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)

<figure><img src="/files/vjXhffCMuzlvFbeGf9b7" alt=""><figcaption></figcaption></figure>

**Step 3:** After entering all the necessary information for the Email template, please click on the "**Save**" button to save your changes. 👇

<figure><img src="/files/9YaYckQwLMpJe5ga5iQp" alt=""><figcaption></figcaption></figure>

**Step 4:** Now, Create a test client and send yourself an invoice via **Email** to test it. 👇

<figure><img src="/files/RwfSBJnzfc0UHwIUO0LM" alt=""><figcaption></figcaption></figure>

## Invoice Send PDF - SMS Template

**Step 1:** To edit the **SMS** template, simply select the "**Edit**" icon.

<figure><img src="/files/mG48cHVNiVr4nYs10wn3" alt=""><figcaption></figcaption></figure>

**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 <mark style="color:purple;"><support@whautomate.com></mark> if you need any help.

<figure><img src="/files/rzgoX4kKvNCBnYAvddTH" alt=""><figcaption></figcaption></figure>

**Step 3:** After entering all the necessary information for the **SMS** template, please click on the "**Save**" button to save your changes. 👇

<figure><img src="/files/N0icqQsNJFWqcmZ1XGk9" alt=""><figcaption></figcaption></figure>


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