How to send professional invoices automatically

1. 01

   Stop using WhatsApp for invoices

   WhatsApp invoices look unprofessional and are impossible to track. Moving to a dedicated tool, even a free one, changes how clients perceive you.

2. 02

   Pick a free invoicing tool

   Wave, Zoho Invoice’s free tier, or Invoice Ninja are all solid starting points for SA small businesses. All support ZAR and PayFast/EFT.

3. 03

   Set up your invoice template

   Add your logo, business name, bank details or payment link, and payment terms (e.g. “Payment due within 7 days”). Save it as your default.

4. 04

   Turn on automatic reminders

   Set your tool to send a reminder 3 days before the due date and on the day it’s due. This alone eliminates most late payments.

5. 05

   Add a payment link

   Connect PayFast or Yoco so clients can pay directly from the invoice by card. The easier you make it to pay, the faster you get paid.