RCS template · Utility

Invoice Generated RCS Template for IT & Software Companies

A ready-to-adapt RCS message for IT services firms, SaaS and software companies, with placeholders, sample values and compliance notes.

When to Send This Message

Send when a subscription invoice is created. For IT services firms, SaaS and software companies, this is one of the everyday messages that keeps users and clients informed without a phone call. It works best when it is triggered automatically from your booking, billing or CRM software.

Software buyers research online, read documentation and compare vendors before booking a demo.

The RCS Template

Rich card · Verified sender: [Business Name]

Invoice Generated

Hi {name}, invoice {invoice} for Rs. {amount} for your [Business Name] subscription is generated. Due date: {date}. View: {link}
View invoiceCall us

SMS fallback (India, DLT format)

Hi {#var#}, invoice {#var#} for Rs. {#var#} for your [Business Name] subscription is generated. Due date: {#var#}. View: {#var#}

Replace [Business Name] with your registered brand name. Links shown use example.com as a placeholder; use your own domain.

Placeholders and Sample Values

PlaceholderMeaningSample value
{name}NameRahul
{invoice}InvoiceSaaS-2291
{amount}Amount11,800
{date}Date5 Nov
{link}Linkhttps://example.com/i/IT3

Filling in each placeholder

  • Name (sample: Rahul): Use the first name or the salutation the customer gave you; fall back to a neutral greeting if the field is empty.
  • Invoice (sample: SaaS-2291): Use the same reference format that appears on your invoices, receipts or software, so customers and staff can match it quickly.
  • Amount (sample: 11,800): Write amounts as Rs. 1,499 rather than with the rupee symbol, which forces Unicode encoding in SMS and shortens each part to 70 characters.
  • Date (sample: 5 Nov): Write dates in an unambiguous form such as 14 Oct or 14 Oct 2026; avoid formats like 10/11 that customers read differently.
  • Link (sample: https://example.com/i/IT3): Use your own short, recognisable domain; for SMS in India the domain must be whitelisted on DLT, and each variable is usually limited to 30 characters.

This template has 5 placeholders and a body of 128 characters before values are filled in. RCS card descriptions can be longer than SMS, but the first line should still carry the key information, as previews are truncated.

Category and Approval

Service updates like this suit RCS well because a card can carry buttons such as confirm, reschedule or get directions. The message must still relate to the customer's existing transaction.

Compliance Checklist

  • An SMS fallback is configured, and in India the fallback text uses a DLT-registered template.
  • Images are clear, sized as the provider recommends, and do not hide important information that is missing from the text.
  • Promotional rich cards go only to customers who have agreed to receive them.

Rules to keep in mind for IT & Software Companies

Security messages (OTPs, login alerts) must never contain marketing content. B2B outreach must respect privacy laws in each market, such as GDPR for EU contacts and CAN-SPAM or TCPA in the US, as well as the DPDP Act, 2023 in India.

General guidance, not legal advice. Rules change, so confirm current requirements before launch. See our RCS compliance guide for India.

Tips for Better Results

  • Use the customer's name and a reference number so the message is easy to trust and to search for later.
  • Send it as close as possible to the event it relates to, such as right after booking or the day before an appointment.

Where this message fits for IT & Software Companies

Software buyers usually start with a business problem, search for solutions, read review sites such as G2 and Capterra, compare features, integrations and pricing, and then request a demo or start a free trial. Several people, including IT, finance and the end users, are involved, and onboarding and support determine renewals.

Search, content marketing and LinkedIn generate leads; webinars and demos show the product; email nurtures trial users and leads; SMS and WhatsApp deliver OTPs, system alerts and onboarding nudges; voice calls are used for account management.

Campaign ideas that pair with this template

  • Trial onboarding sequences with key feature tips on days 1, 3 and 7
  • Webinars for new feature launches
  • Renewal reminders with usage summaries 60 days before contract end

Need this RCS template set up?

We register, submit and connect templates for you, and send test messages before launch.

WhatsApp UsCall +91 88274 09728Enquiry Form

Quotes in USD for international clients.

Questions About This Template

When should a software company send the invoice generated message?

Send when a subscription invoice is created. Automate it from your software where possible so it is never forgotten.

What happens if the customer's phone does not support RCS?

The message falls back to SMS. In India the fallback must use a DLT-registered template, which is why this page includes the SMS version.

Can I add images to this message?

Yes. A rich card can include an image or short video. Keep important details in the text as well, since not everyone views the image.

Can DND Teams set this up for my software company?

Yes. We adapt the template to your business, register or submit it, and connect it to your software or our panel. Share your use case on WhatsApp or through the form.

Related Templates

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