Send an invoice via whatsapp or InvoiceNow?

To send a invoice to a customer in Metro ERP's Accounting Module, follow these steps:

1) Go to the "Accounting" module by clicking on its icon in the main dashboard or using the application menu.

​ 2) In the Accoutnign module, navigate to the "Customer">>"Invoices" menu.

Send an invoice via whatsapp

3) Click and view the Invoice.

4) Now, click on the Action Menu, then click on the Share option from the action dropdown.

5) This action will open the action dropdown.The Link and Recipients fields are pre-filled. If you want to add more content in the message, you can do so by entering new content in the Note field. 

Note: Please add proper mobile number in contacts e.g. Singapore mobile number is 8 digit ie. 87654321



 6) Now, Click on the what's up button and shared the message.

7) It will change the status to "Invoice Sent."

Send an invoice via InvoiceNow

To send the invoice to the Peppol Network, you can follow these steps:

1) Go to the Accounting application by clicking on its icon in the main dashboard or by using the application menu.

2) Navigate to the "Customers >Invoices."

3) Select the invoice from the list view for which you want to send to the Peppol Network, and then click the "Send to PEPPOL" button.​

Note: Please make sure you have done setup InvoiceNow(Peppol) configuration in Metro Accounting System

4) ​This action will open a list view. Next, click the "Send" button to send the invoice to Peppol.

5) After this operation, the cron job will automatically generate the document status. If you want to check manually, you can click the "Check Document Status" button to know the status of the document.

To get more details to send an invoice via whatsapp or InvoiceNow?, please do contact us at  support@metrogroup.solutions