What Is WhatsApp Invoicing?
WhatsApp invoicing lets UK tradespeople send professional PDF invoices directly from their phone — without logging into a laptop, opening accounting software, or downloading a separate app. You describe the job in WhatsApp, and an AI generates a branded, HMRC-compliant invoice within seconds.
It's built for tradespeople who work on the move. Instead of doing invoices at home on a Sunday night, you invoice from the van before you've even pulled off the driveway. Same-day invoices get paid faster than end-of-week invoices — consistently. WhatsApp invoicing makes same-day invoicing effortless.
How WhatsApp Invoicing Works with TaskDrop
Open WhatsApp and tap the menu
TaskDrop sends you a button menu. Tap "Create Invoice" or "Create Quote" — or type it. You can also send a voice note describing the job in your own words.
Answer a few quick questions
Customer name, job address, description of work, your rate or fixed price, any materials. Takes about 60 seconds. TaskDrop handles VAT and CIS automatically.
Receive your branded PDF
TaskDrop sends back a professional PDF with your logo, contact details, a sequential invoice number, and an HMRC-compliant layout. Preview it, confirm it, done.
Forward it to your customer
Forward the PDF however you like — WhatsApp, email, text. Your bank details print automatically so customers can pay free by bank transfer. Or they tap Pay by Bank (0.5%, minutes) or Pay by Card (1%, 2 days) via TaskDrop Pay.
Everything Included — Free
WhatsApp invoicing through TaskDrop includes everything a UK sole trader needs, with no subscription and no hidden tiers.
Unlimited invoices & quotes
No monthly cap. Send as many as you need, whenever you need them.
Voice note input
Describe the job by voice. Any UK accent, any background noise — TaskDrop transcribes and processes automatically.
Photo invoicing
Snap a photo of a handwritten job sheet. AI reads it and extracts the details — customer, price, materials, CIS flag. Confirm before anything is created.
CIS invoices
Automatic 20% deduction on labour only. Correct format every time, no manual maths needed.
VAT invoices
Standard rated, reduced rate, or zero rated — correct VAT treatment on every invoice.
Auto payment reminders
7, 14 and 21 day reminders sent automatically. No awkward phone calls, no chasing.
Pay by Bank — 0.5%
Customer authorises in their banking app in 30 seconds. Money arrives in minutes via Faster Payments. No chargebacks — ever.
Pay by Card — 1%
Customer pays by bank or card in one tap. Money in 2 working days. Bank details also print on every invoice — free bank transfer always available.
Facebook & Instagram leads
Connect your Facebook Business Page. Every Messenger DM, Instagram DM and Lead Ad arrives in WhatsApp with job details extracted and a Quote button ready.
Expense & mileage tracking
Log expenses and mileage as you go. MTD-ready CSV exports always available.
Dashboard
See all your invoices, quotes, and customers from any browser. No install needed.
How TaskDrop Compares to Other UK WhatsApp Invoicing Tools
Several tools now offer WhatsApp invoicing for UK tradespeople. Here's how they compare on price and features.
| Tool | Monthly cost | Payment fee | CIS support | ICO registered |
|---|---|---|---|---|
| TaskDrop | £0 — forever | 0.5% bank / 1% card | ✓ Automatic | ✓ ZC122710 |
| Holdfort | £29.99/month | No card payments | ✓ Yes | ✓ Yes |
| mNudge | £0 / £29.99 Pro | 2.9% | ✗ Not stated | ✗ Not found |
| Wedge | £0 — forever | 1% (capped £50) | ✗ Not built | ✗ Applying |
Based on publicly available information, May 2026. Full Holdfort comparison · Full mNudge comparison · Full Wedge comparison
WhatsApp Invoicing by Trade
TaskDrop is built for UK sole traders across all trades. Select your trade for a dedicated guide including local rates, CIS or Part P handling, and trade-specific invoice formats.
Frequently Asked Questions
You send the job details to TaskDrop via WhatsApp — customer name, job description, amount. TaskDrop generates a branded, HMRC-compliant PDF invoice and sends it back. You forward it to your customer. The whole process takes under 60 seconds, from the van, before you've left the job.
Yes — TaskDrop is free forever. No subscription, no trial that auto-charges, no card required. Your sort code and account number print on every invoice so customers can pay by bank transfer free. If you want faster payment, TaskDrop Pay adds Pay by Bank (0.5%, money in minutes) and Pay by Card (1%, 2 working days). Both optional.
Yes. TaskDrop automatically calculates CIS deductions — 20% on labour only, not materials — and formats the invoice correctly. Just confirm it's a CIS job when prompted. No manual maths, no separate CIS invoice template needed.
No. TaskDrop sends the invoice PDF to you via WhatsApp. You can then forward it to your customer however you like — WhatsApp, email, text message. Your customer doesn't need to use any app or service.
Yes. Hold record in WhatsApp and describe the job in your own words — customer, job, price. TaskDrop transcribes the voice note, extracts the details, and shows you a summary to confirm before generating the invoice. Works with any UK accent.
TaskDrop is the only UK WhatsApp invoicing tool with CIS support, Facebook and Instagram lead integration, mileage tracking, HMRC deadline reminders, and a Letter Before Action generator — all free. Holdfort charges £29.99/month. mNudge charges 2.9% on payments. Wedge charges 1% on card but lacks the trade-specific features.
The UK's free WhatsApp invoicing tool. No subscription, no trial, no card needed. Set up in 60 seconds.
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