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Invoice Request Payment - Personalize WhatsApp, Email and SMS template

Whautomate offers default templates for sending invoice payment requests through WhatsApp, Email, or SMS. You can customize these templates to fit your needs and branding.

Available withSalesIncluded in the Complete plan.Plans and modules

For instance, you can customize templates to collect payments offline without integrating with a payment gateway. Simply send a Payment QR Code and Bank details to collect payments based on your preferences.

Step 1: Go to Settings and, under Messaging & Inbox, click Default Communication Templates.

Default Communication Templates searched for INVOICE_REQUEST_PAYMENT, showing its SMS, Email and WhatsApp templates with an edit icon on each

Step 2: On this page, you can access all default communication templates. Find the INVOICE_REQUEST_PAYMENT templates for WhatsApp, Email and SMS (search for the name, or pick a channel in All Channels), then click the Edit icon to change one.

WhatsApp template​

  1. Click the Edit icon on the WHATSAPP row.

  2. Under Message Template, keep the default whauto_invoice_payment_request(en) or pick another approved template. To use your own wording, click Create New Template, submit a template for approval and pick it here once it is approved.

    For example, a template of your own can include your bank details or a payment QR code for clients who pay by transfer, next to a Make Payment button with {{invoice.paymentUrl}} for clients who pay online.

  3. Fill in the Body Parameters and URL Parameters. Type # or click { } under a parameter to insert a personalisation variable, for example {{client.name}} or {{invoice.number}}. The preview on the right shows the message.

  4. Click Save.

Edit Communication Template for INVOICE_REQUEST_PAYMENT on WhatsApp with the whauto_invoice_payment_request template, body parameters client.name and invoice.number, the payment URL parameter and the message preview with a Make Payment button
note

Online payment needs a connected payment gateway.

Available personalisation variables​

Client Variables

{{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}}

Business Variables

{{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}}

Invoice Variables

{{invoice.number}}, {{invoice.totalAmount}}, {{invoice.pendingAmount}}, {{invoice.clientName}}, {{invoice.date}}, {{invoice.dueDate}}, {{invoice.pdf}}, {{invoice.notes}}, {{invoice.paymentUrl}}, {{invoice.paymentRequestId}}, {{invoice.downloadId}}, {{invoice.downloadUrl}}

Email template​

  1. Click the Edit icon on the EMAIL row.
  2. Change the Subject and the Message. Type # or click { } to insert a variable from the list above. Email Attachment URL attaches the invoice PDF with {{invoice.pdf}}; clear it to send the email without the attachment.
  3. Click Save. Restore Default puts the original text back.
Edit Communication Template for INVOICE_REQUEST_PAYMENT by email with the Subject, the Message editor with a Make Payment button and the payment link, and the Email Attachment URL set to the invoice PDF

SMS template​

  1. Click the Edit icon on the SMS row.
  2. Change the Message. Keep it short and include the link variable.
  3. Click Save.
SMS

SMS must be set up for your account before you customise SMS messages; contact support if you have not used SMS yet. In India, a changed SMS template must be approved under DLT before it can be used.

Edit Communication Template for INVOICE_REQUEST_PAYMENT by SMS with a message that includes the client name, the invoice number and the payment link

Send yourself a test: create a test client with your own phone number and email, then send yourself a payment request from one of their invoices on each channel.

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