Getting started
Connect WhatsApp
Add the numbers you’ll send invoices from — and start sending.
Tutorial video — coming soon
Meanwhile, the steps below explain everything.
Step by step
- 1In the 'WhatsApp' step (or under 'Connections') add a phone number and whose number it is.
- 2Others send receipts too, e.g. your bookkeeper? Add them with '+ Add number'.
- 3Save the ScaleFlow number in your contacts and send a first message.
- 4When the status changes to 'Connected' you can send invoices. Reminders go to the first number in the list.
- ScaleFlow in 45 seconds
- Sign up — no credit card
- First setup: your business
- Forward invoices from Gmail — set it once
- Older invoices from Gmail — up to 4 years back
- Outlook: a forwarding rule
- Business Outlook blocks forwarding? Here’s what to do
- On iPhone: invoices from iCloud Mail
- Send an invoice on WhatsApp: photo, PDF or link
- When the bot isn’t sure: duplicate, unreadable, not an invoice
Didn’t find an answer? Write to us on WhatsApp or by e-mail and we’ll get back to you.