Invoices & receipts on WhatsApp: Quote, bill and get paid where you already talk to customers

Yes. The bill goes from the WhatsApp number you connected to Fliok, in your business’s name, as a PDF with a View invoice button, and by email with the PDF attached (up to 3 addresses, replies to your own address). WhatsApp reviews each of these messages once when you switch the feature on; until it approves one, that message goes by email only.

Yes. A quotation goes as a PDF with a link. On its page the customer types their name and presses Accept quotation, asks for a change or declines, and can tick any optional items you offered. It is valid until the date you set (15 days unless you change it). Once it is accepted you raise the bill from it in one tap: the whole amount, an advance with the balance later, or 2 to 8 parts. Fliok records the name typed, the time and the version; that is a record, not a digital signature.

Yes, with a recurring bill: every week, every month, every 3, 6 or 12 months, or every few months, until you stop it, for a number of bills or up to a date. Each bill is an ordinary invoice or proforma with the same pay link and UPI QR, and the customer pays it. It is not an auto-debit: Fliok never takes money from a customer’s card, bank account or UPI by itself. By default the first bill waits as a draft for you to check, and the later ones are issued and sent on their dates.

Invoices opens on what is outstanding and overdue, and Who owes you lists every customer with something unpaid: what they owe, what is overdue, the oldest unpaid date, and how old the money is (not yet due, 1–30 days, 31–60 days, 61–90 days and over 90 days). Remind sends one message about that customer’s oldest unpaid invoice. A customer’s account shows every bill and payment with the balance after each, and you can make a statement of account as a PDF and send it when you are ready.

No. A new business starts as “Not registered for tax”: a plain invoice with no tax on screen or on paper. If you are registered, your bills are tax invoices with your GSTIN, with CGST and SGST or IGST worked out from the customer’s state; a composition dealer gets a bill of supply. Outside India you can show one sales tax under your own name for it, such as VAT, or none. Fliok works the tax out from what you enter; it is not tax advice, so check with your accountant how your business should bill.

The PDF and the bill’s page show the balance and the ways to pay: a UPI QR and button for the exact amount once you add your UPI ID, your bank details, and Pay online if you have connected your own Razorpay account. The money goes straight to you; Fliok never holds it. You record what came in and the receipt goes out, and an online payment records itself.

Yes. Saving the change makes a new version with the same number, the earlier version stays in the invoice’s history as it was sent, and the customer’s link shows the latest copy. Once a payment is recorded only the notes, your customer’s reference, the due date and their contact details can change; to change amounts or items, void the payment first, or cancel the invoice and issue another.

Record the amount that came in. It gets a receipt with its own number, the invoice shows Part paid, and the balance on the page, the QR and the reminders follows what is still owed. If the customer deducted TDS, enter it and it comes off the balance too.

By default 3 days before, on the due date, 3 days after, 7 days after and 14 days after: 5 reminders, each sent once, between 10 am and 7 pm in your time zone. The balance is checked again at the moment of sending, so a paid or cancelled invoice is never chased, and nothing goes on the day the invoice was issued. You can change the ladder (up to 8 reminders), stop reminders for one invoice or switch them off. Reminders about a proforma go by email only.

Yes, if you switch it on: one message after an invoice is paid in full (2 hours later unless you change it), at most once per customer in 30 days. The customer gives a rating from 1 to 5 and a comment on a short page. Everyone who answers is shown your public review page if you set one, whatever they rated; a low rating (3 or lower, unless you change it) also reaches your team privately. Fliok asks and records the answer. It never writes or posts a review, offers anything for one, or hides your public review link from a customer who rated low.

Yes, on Pro and above. A signed webhook tells your own server, or a tool such as Zapier, Make or Pabbly, when an invoice is issued, edited, paid or cancelled, when a payment is recorded or voided, and when a quotation is accepted or declined; the API can then look an invoice up by its number. Fliok is not listed in those tools’ app directories, so you use their own webhook and request steps, and the API docs have a guide for each.

On the PDF, Hindi and Marathi (Devanagari), Bengali, Gujarati and Tamil print exactly as written. Punjabi (Gurmukhi), Telugu, Kannada and Malayalam print too, with a few rare letter combinations drawn in a plainer form. Odia, Urdu and emoji are not printed yet, so write those names in English. The WhatsApp message that carries the bill is in English, with fixed wording.

Nothing extra: it is part of Basic, Pro and Enterprise, and not on Free. You can issue 300 on Basic, 1,500 on Pro and unlimited on Enterprise documents a month: invoices, proformas and quotations, including the bills a recurring bill raises. Receipts, drafts, edits and reminders do not count. Customer emails are limited to 1,000 on Basic, 5,000 on Pro and 25,000 on Enterprise a month, shared with Bookings. Meta bills each WhatsApp message to your own WhatsApp Business account at its own rates; Fliok adds no markup. Three of these messages go as marketing messages, at Meta’s marketing rate, because each makes an offer: a quotation, its one follow-up, and a renewal reminder. Every other one, from an invoice to a booking reminder, goes as a utility message.

No. It makes and sends quotations and bills, tracks what is paid and who owes you, and exports two CSV files for your accountant. It has no auto-debit, no credit or debit notes, no e-invoicing (IRN), no inventory, no purchase bills and no GST returns.