Getting started
Send an invoice on WhatsApp: photo, PDF or link
Three ways to send — and a confirmation for every document.
Tutorial video — coming soon
Meanwhile, the steps below explain everything.
Step by step
- 1A printed receipt? Take a photo and send it.
- 2A PDF invoice? Forward the file.
- 3Got an invoice link by SMS? Forward the message — we download the invoice.
- 4Each document gets a confirmation with supplier, amount and date, and we tell you if a matching bank payment already exists.
- 5Everything appears under 'Documents' with the source 'WhatsApp'.
- 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
- Connect WhatsApp
- 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.