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Morning invoice WhatsApp: send invoices and get paid in the chat

Your invoices live in Morning (formerly Green Invoice), and your customers live on WhatsApp. AssistantLabs connects the two. Write to the assistant "invoice Danny for ₪1,800" and it creates the invoice in your Morning account, sends it to Danny on WhatsApp with a payment link, and reminds him politely if payment runs late.

  • Documents stay in Morning
  • Invoices and receipts from a chat
  • Automatic payment reminders
  • Works from Claude and ChatGPT

How Morning and WhatsApp work together

Morning is the invoicing service most small and mid-sized businesses in Israel already use. It is where invoices, receipts and invoice-receipts are created, with your numbering and your reporting. AssistantLabs does not replace Morning. It connects to your account and handles everything that happens around the document.

And what happens around the document is usually WhatsApp. The customer asks for an invoice on WhatsApp, you forward them a PDF on WhatsApp, and two weeks later you write on WhatsApp "hi, just checking on the payment". AssistantLabs does all of those steps from one conversation.

Create a document from a chat with the assistant on WhatsApp, or from Claude or ChatGPT. The document is created in Morning, sent to the customer with a payment link, and the assistant keeps track: who paid, who still owes, and when to send a reminder. You see the whole picture in one place.

What you get when Morning is connected to WhatsApp

An invoice in one message

Tell the assistant the customer’s name, the amount and what it is for, and it creates the document in your Morning account. No laptop needed between jobs.

Send invoices via WhatsApp

The document goes to the customer on WhatsApp, from your business number, with a short note and a download link. No hunting for the file and forwarding it by hand.

A payment link in the same message

The customer opens the message and pays by card, without calling and without typing details. When the payment clears, the receipt goes out on its own.

Payment reminders that send themselves

An unpaid invoice gets a polite WhatsApp reminder at the times you set. You do not have to remember who to chase, or write the awkward message.

See who owes what

One list of open invoices by customer, with the amount and the days since issue, plus a summary of what came in this month.

Everything on the customer record

Every invoice, payment and reminder is recorded in the CRM next to the WhatsApp conversations, so before you talk to a customer you know exactly where they stand.

How to connect Morning to WhatsApp

Three steps, done with one of our experts in a single session.

  1. 1

    Connect your Morning account

    Create an API key in your Morning account and paste it in. AssistantLabs gets access to create documents and check payment status, and everything stays in your account.

  2. 2

    Connect your WhatsApp Business number

    The connection goes through the official WhatsApp Business API, on the number your customers already know. Invoice and reminder messages go out from it.

  3. 3

    Set your reminder rules

    Choose when an open invoice gets a reminder, for example a week after issue and again on the due date, and approve the wording. From there the assistant keeps track on its own.

Who uses it, and how

Freelancers and consultants

Finished a meeting? Write "receipt for Ronit, ₪600, consultation" and the document is on its way to her on WhatsApp before you reach the car.

Clinics and therapists

After the session the client gets a payment link on WhatsApp, and the receipt goes out automatically when they pay. No issuing each receipt separately.

Contractors and tradespeople

A deposit invoice before the job, a final invoice at the end, and an automatic reminder if payment is late, without chasing anyone by phone.

Studios and classes

At the start of the month every member gets an invoice and a payment link on WhatsApp, and anyone who has not paid gets a reminder. One list shows who is still open.

Selling to businesses

An approved quote becomes an invoice in Morning, goes to the contact on WhatsApp, and joins your receivables until it is paid.

Chasing invoices by hand vs AssistantLabs

Morning creates the documents. The question is who does everything that happens after.

By handMorning + AssistantLabs
Creating a documentOpen the laptop and fill it inOne message to the assistant
Sending itDownload the PDF, forward itSent on WhatsApp with a payment link
Unpaid invoiceRemember, then write it yourselfReminder goes out when you set
Who owes whatCross-check documents and paymentsOne list that updates itself
Customer historySplit between systems and your phoneOn the customer record in the CRM

FAQ

Morning and WhatsApp FAQ

Your invoices live in Morning (formerly Green Invoice), and your customers live on WhatsApp. AssistantLabs connects the two. Write to the assistant "invoice Danny for ₪1,800" and it creates the invoice in your Morning account, sends it to Danny on WhatsApp with a payment link, and reminds him politely if payment runs late.

Talk to us on WhatsApp
Can I send a Green Invoice (Morning) invoice on WhatsApp?
Yes. Once your Morning account is connected to AssistantLabs, every invoice or receipt you create can go to the customer on WhatsApp from your business number, with a link to download and pay.
How do I send an invoice via WhatsApp?
Ask the assistant to create the invoice, by WhatsApp message or from Claude or ChatGPT. It is created in Morning and sent to the customer on WhatsApp in the same step.
How do I send a payment link on WhatsApp?
When you create an invoice through the assistant, the payment link is attached to the WhatsApp message. The customer pays from their phone, and the receipt goes out automatically.
How do I remind a customer who has not paid?
Set once when an open invoice gets a reminder and approve the wording. From then on the assistant checks what has been paid and sends a polite WhatsApp reminder only to customers who still owe.
Is AssistantLabs part of Morning?
No. AssistantLabs is a separate company that connects to your Morning account with your permission. Your account, documents and numbering stay with you in Morning.
Do the invoices stay in Morning?
Yes. Every document is created inside your Morning account, with your normal numbering, exactly as if you had issued it there yourself. AssistantLabs adds the sending, the reminders and the tracking.
How much does it cost?
You can start free, and full plans are on the pricing page. Your Morning subscription stays as it is and is managed with them.

Your next invoice could go out from WhatsApp

Connect Morning and WhatsApp, set when reminders go out, and let the assistant collect. Free to start, no credit card.

Connect Morning to WhatsApp