Why send a quote before asking for payment over WhatsApp?
A quote turns a chat agreement into a clear, fixed offer that the customer can review before paying, and that makes a card payment feel safe instead of sudden. On WhatsApp, prices often travel as a loose message, a photo of a price list or a PDF that sinks in the thread. When the customer finally wants to pay, nobody is sure which version of the price is the right one, and the sale cools down while you sort it out.
A proper quote fixes the items, quantities, discounts, taxes and currency, and gives the customer one link with everything in one place. In Rexenda, once a quote is sent it is frozen: the price cannot change underneath the customer, and if you need to adjust something you duplicate it and send a new version. Each quote also has a validity period, so an old price does not stay open forever.
For the business, the quote is also the record. You can see when the customer opened it, whether they accepted, declined or paid, and which conversation it came from, so the sale and the chat stay connected.
How do you create and send a quote from the conversation?
You write the quote from the same WhatsApp conversation, or from your quotes list, and send the customer a link. You add items, quantities, discounts and tax, and the totals are calculated as you type. The currency is your choice; your workspace currency is only the default. If you sell in Mexico and invoice with CFDI, quote lines can carry the SAT product and unit codes, which are only shown to Mexican issuers.
The customer opens the link on any phone, with no account and no app, and sees a page with your logo and the full quote. Amounts always show their currency code, so nobody confuses pesos with dollars. If an AI agent is helping in that conversation, it can also draft and send the quote, but it only uses prices from your product catalog and never invents one; in the cautious operation modes, actions involving money wait for a person's approval.
A practical tip: before sending, read the quote as the customer will see it. Short item names, clear quantities and a validity period that fits your sales cycle reduce the back-and-forth questions in the chat.
How does the customer accept and pay by card?
If you have connected your Stripe account, the customer accepts by paying: the quote page shows a pay button, and paying is the acceptance. Without a connected account, the customer accepts with one click and their name, and the date is recorded as proof. Both paths always keep a way to decline, because charging online should never take away the customer's option to say no.
The card payment happens on Stripe's secure checkout page, and the charge is made directly on your own Stripe account. Rexenda does not hold your money and takes no commission on the payment; Stripe charges its own processing fees, and verification, refunds and disputes are handled from your Stripe account. When the customer comes back, Rexenda checks with Stripe that the payment was really completed for that specific quote before showing it as paid, instead of trusting the redirect alone.
Your team is notified when a quote is accepted or paid, so you can thank the customer and arrange delivery in the same conversation. If the customer pays by bank transfer or in cash instead, you mark the quote as paid by hand and the record stays complete. Other services, such as Mercado Pago or Clip, also offer payment links in Mexico; whichever you use, what matters is that the customer pays exactly the price they saw in the quote.
How do you issue the CFDI after the payment?
In Rexenda the CFDI is issued only when the customer asks for it, not automatically with every payment. After paying, the customer gets a sales receipt page with a button to request an invoice; they enter or confirm their tax details and the invoice is stamped. Stamping only on request avoids issuing an invoice to someone who did not want one, since cancelling a CFDI is a formal process before the SAT.
The customer's details are the five the SAT checks as a set: RFC, legal name, tax regime, postal code and CFDI use. The form is prefilled from the contact's record when you already have them. Some requirements are yours as the seller: your digital seal certificate (CSD) registered as issuer, the SAT product and unit codes on each line, and the exchange rate if the sale is not in pesos. If something on your side is missing, the customer is told to ask you for the invoice instead of filling in a form that would be rejected.
Each business stamps with its own RFC and digital seal, and each stamped invoice uses credits from your Rexenda workspace. Once stamped, the customer receives the invoice by email with both the PDF and the XML. Outside Mexico, every sale still gets a universal sales document with the right tax mention; automatic stamping exists today only for Mexican CFDI.
What should you set up before charging by card over WhatsApp?
You need three things: your WhatsApp connected to Rexenda, your products and prices in the catalog, and your Stripe account connected for payments. You connect Stripe from Rexenda's sales settings, and the account is yours: Stripe verifies your business directly, and payouts reach your bank account according to your Stripe settings. If you want to issue CFDI, also register your issuer details and your seal certificate.
Then agree on a few habits with your team. Quote in pesos for customers in Mexico, keep validity periods short enough to protect your prices, and send the quote in the same conversation where the customer asked, while the interest is still fresh. Decide who approves discounts and whether your AI agent may send quotes on its own or should wait for approval.
The result is a short path from a question on WhatsApp to money in your account: quote, link, payment and an invoice when the customer asks for it. Everything stays attached to the same contact and conversation, so the next time that customer writes, your team already knows what they bought.