> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/invoice-and-payment-links/send-invoice-pdf-personalize-whatsapp-email-and-sms-template.md).

# Send Invoice PDF - Personalize WhatsApp, Email and SMS template

Whautomate provides these default templates when you send invoice PDFs through WhatsApp, Email or SMS. You can customize these default message templates to cater for your needs and branding.

**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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FvxW5Gb6yjvSaXQ5oHXQ3%2Fimage.png?alt=media&amp;token=68406334-007b-4fc7-acda-d852a46f8712" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FcjO5XOgMmf7vJDBvdzED%2Fimage.png?alt=media&amp;token=887b1d6b-1259-4965-ac7b-dc57e23dc8da" alt=""><figcaption></figcaption></figure>

## Invoice Send PDF - WhatsApp Template

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FjxZGtFPCYbtbUW8Ec3CL%2Fimage.png?alt=media&amp;token=91cb1951-f72f-4eb7-a827-5d5eec80dbee" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FE0DKFOk6bMXZrvawsSeW%2Fimage.png?alt=media&amp;token=39fc9418-f78e-4c02-8808-b59b504c1ded" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FUsjJkkLhnxVxQKXnkjnZ%2Fimage.png?alt=media&amp;token=a898b1eb-62f6-4c16-b2ad-7f36e252ddd3" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FvXfgMZIHIsENpJORBU5L%2Fimage.png?alt=media&amp;token=5ebbffc0-22ce-4edc-b1b4-bde590a64257" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FFObKhbW6Ks1zi4U2P0fl%2Fimage.png?alt=media&amp;token=68033526-8472-4f6c-ab2f-880daf2444db" alt=""><figcaption></figcaption></figure>

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FWczyxV3bh0J2HbZT8wwA%2Fimage.png?alt=media&amp;token=0f36a2e6-6461-4eb9-83e1-a40f874c4c8f" alt=""><figcaption></figcaption></figure>

## Invoice Send PDF - Email Template

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FG1AwEAIYj8OuezdNuVAg%2Fimage.png?alt=media&amp;token=52e92ec5-1040-4b76-a0ec-2ebde6023240" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FEI0tmACp0Ze1VXoqP4yD%2Fimage.png?alt=media&amp;token=2ff2869a-6ccf-4342-8ecc-c6ca0b3333b7" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FXiaqikfGDMMznlW29ddr%2Fimage.png?alt=media&amp;token=b6c12526-8064-48c2-abf6-45a4dab834ab" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FYlv8RXVLvF16YFBqAFWD%2Fimage.png?alt=media&amp;token=0ce67393-23dd-4721-87d2-f7d12772fbe5" alt=""><figcaption></figcaption></figure>

## Invoice Send PDF - SMS Template

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

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FPpwPD2MXYcKUEC5pGmJP%2Fimage.png?alt=media&amp;token=737afba9-28d8-4e2e-a5aa-e8aa908fb43a" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FhBsYRz6sEsPTwgCDa1Pn%2Fimage.png?alt=media&amp;token=e2a2c76d-9d93-457f-aa38-a080bcea9adc" 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="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fim8QAStSKNLQoGfgL6HF%2Fimage.png?alt=media&amp;token=95e0d69a-26cd-4d7b-bd0b-e9bebf5429d4" alt=""><figcaption></figcaption></figure>