Workflow guide
Share an invoice on WhatsApp or as a link — free on every plan
Quick answer
Every invoice in Tiram has a free Share on WhatsApp button that opens your own WhatsApp (personal or business, whatever's on your device) with a message pre-filled and a link to a public, read-only receipt page — no WhatsApp Business API setup required. A Download PDF button works the same way for any other channel. This is separate from, and included on every plan ahead of, Tiram's optional Gold-and-up automated WhatsApp Business sending.
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Free share vs automated WhatsApp Business sending
| Share on WhatsApp (this article) | Automated Business-number send | |
|---|---|---|
How it works | Opens your own WhatsApp with a pre-filled message + receipt link | Sent server-side from your connected WhatsApp Business number |
Setup needed | None | Connect a WhatsApp Business number, get a template approved |
What the customer gets | A link to a read-only web receipt | The invoice PDF as an attachment in an approved template |
Delivery/read tracking | None — just a logged share event | Full Queued → Sent → Delivered → Read tracking |
Plan required | All tiers | Gold and Platinum |
Workflow step
The Share on WhatsApp button
On any invoice's detail page, Share on WhatsApp opens a wa.me chat link — pre-filled with the invoice number, total, and a link to the receipt — in your own WhatsApp app (personal number or Business app, whatever you already have installed). You press Send inside WhatsApp yourself; nothing is sent automatically on your behalf. It's disabled with a tooltip if the customer has no phone number on file.
Workflow step
What the customer sees on the receipt link
The link opens a public, unauthenticated, read-only web page — invoice number and date, your business name/GSTIN/address, line items with HSN/quantity/price/tax, and the grand total, styled like your chosen bill format. Your customer needs no login to view it. For privacy, only the customer's name is shown on this public page — their phone number, GSTIN, email, and address are never exposed on a link that could end up forwarded or bookmarked.
Workflow step
Download PDF, for any other channel
The Download PDF button next to Share on WhatsApp saves the same invoice as a real PDF file, ready to attach to an email, SMS app, or any other channel you use — not just WhatsApp.
Workflow step
Sharing history, so you know what went out
Every share — a WhatsApp link, a PDF download, or a print — is logged on that invoice's Sharing history panel, showing the channel, the time, and which teammate did it. Useful when a customer says they never received a bill.
Workflow step
How this differs from automated WhatsApp Business invoicing
If you'd rather send bills automatically from your own registered WhatsApp Business number, with Meta-approved templates and delivery/read receipts tracked per message, that's a separate, deeper feature — see [Send GST invoices on WhatsApp](/resources/whatsapp/send-invoices-on-whatsapp). It requires connecting a WhatsApp Business number and is included from the Gold plan; the free Share on WhatsApp button covered here needs neither and works on every plan.
Workflow step
Which Tiram plan includes invoice sharing?
Sharing an invoice as a WhatsApp link or a PDF download is included on every Tiram plan — Silver, Gold, and Platinum — with no setup and no plan gate.
Quick answers
- Can I share an invoice on WhatsApp without WhatsApp Business API setup?
- Yes. Every invoice has a free Share on WhatsApp button that opens your own WhatsApp with the receipt link pre-filled — no Business API connection needed.
- What does a customer see when I share an invoice link?
- A public, read-only receipt page with the invoice details and your business info — only the customer's name is shown, never their phone, GSTIN, email, or address.
- Is sharing an invoice on WhatsApp free on every Tiram plan?
- Yes, including Silver. Only the separate, automated WhatsApp Business sending feature is Gold-and-up.
- Can I download an invoice as a PDF instead of sharing a link?
- Yes — a Download PDF button sits next to Share on WhatsApp on every invoice.
FAQs
- Where's the Share on WhatsApp button?
- On the invoice detail page, next to Download PDF.
- Does the customer need an account to view a shared invoice?
- No — the receipt link is public and read-only, no login required.
- Is my customer's phone number or GSTIN visible on the shared link?
- No. Only the customer's name appears on the public receipt page; phone, GSTIN, email, and address are intentionally left out.
- Can I see who shared an invoice and when?
- Yes — the invoice's Sharing history panel logs every WhatsApp share, PDF download, and print, with the teammate and timestamp.
- Do I need a WhatsApp Business number to use Share on WhatsApp?
- No — it opens whatever WhatsApp (personal or Business app) is already on your device. A registered WhatsApp Business number is only needed for the separate automated-sending feature.
- Which plan do I need for this?
- None — it's included on Silver, Gold, and Platinum.
Related reading
Get an invoice to a customer in one tap — no setup required
Free WhatsApp share and PDF download on every invoice, every plan. 30-day free trial, no card needed.
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