Whautomate Help
Visit our websitePricingRequest DemoRoadmap
  • 👋Welcome to Whautomate
  • Overview
    • 💡What we do
    • ✨Our Features
  • Fundamentals
    • 🛠️Getting Started
      • Customer Service
      • Marketing
      • Sales
      • E-Commerce
      • Appointments
      • Classes & Subscriptions
    • 🎯Onboarding Checklist
      • Appointments
      • Classes
      • E-Commerce
      • Customer Service
  • Product Guides
    • Communication
      • Connect a Communication Channel
      • Omni Channel Team Inbox
      • Contacts
      • Segmentation & Broadcasts
      • Email/SMS Sender Configuration
      • Marketing opt-out Management
      • ⚡Canned Responses
      • ⭐CSAT Score
    • Automation
      • Triggers
        • Incoming WhatsApp Messages
        • Outgoing WhatsApp Messages
        • Appointment Updates
        • Happy Birthday Automation
        • Client Anniversary Automation
        • When a Client is created
        • When a Client is added to a Tag
        • When a Client is removed from a Tag
        • When a Contact is created
        • When a Contact is added to a Tag
        • When a Contact is removed from a Tag
        • When a Contact Status Changes
        • When a Client Completes a Form
        • When a Client is assigned a Form
        • When someone Completes an anonymous Form
        • Subscription Updates
        • Order Updates
        • Invoice Updates
        • Credits Usage Updates
        • Class Participant Updates
        • Incoming Messenger Messages
        • Outgoing Messenger Messages
        • Incoming Instagram Messages
        • Outgoing Instagram Messages
        • Incoming Telegram Messages
        • Outgoing Telegram Messages
        • Incoming Website Messages
        • Outgoing Website Messages
        • Shopify - Abandoned Cart
        • Shopify - Order Created
        • Shopify - Order Fulfilled
        • Shopify - Order Cancelled
        • WooCommerce - Abandoned Cart
        • WooCommerce - Order Status Changes
      • Setup WhatsApp Chatbot
      • WhatsApp AI Chatbot - Customer Service
      • Telegram AI Chatbot - Customer Service
      • Chatbot Demos
      • WhatsApp Drip Campaign
      • Birthday Wishes Campaign
      • Automate Reviews & Surveys
    • Invoice & Payment links
      • Setup Payment Gateway
      • Update Business Settings
      • Invoice & Payments
      • Invoice Statements
      • Send Invoice PDF - Personalize WhatsApp, Email and SMS template
      • Invoice Request Payment - Personalize WhatsApp, Email and SMS template
    • E-Commerce
      • Setup WhatsApp Catalog
        • Add Items - Manual
        • Add Items - Data Feed
        • Add Items - Connect Partner Platform
      • Manage Inventory & Link WhatsApp Catalog
      • WhatsApp E-Commerce Chatbot
      • Automate Order Updates
      • Automate Order Reviews & Surveys
    • Appointments
      • Setup Team Member Profile
      • Setup Services
      • Book Appointments - Admin
      • Setup Whatsapp Flow Appointment Chatbot
      • Setup Appointment Chatbot
      • Setup Appointment Notifications
      • Setup Appointment Notifications for Staffs
      • Setup Bulk Appointment Notifications
      • Setup Booking Portal
      • Sync Appointments with External Calendars
      • Bulk Import Services
      • Setup Virtual/Online Session Services
      • Setup Virtual/Online Session Notifications
    • Plans & Subscriptions
      • Setup Plans
      • Setup Subscriptions
    • Class Bookings
      • Bulk Import Classes
      • Setup Classes
      • Setup Class Batches
      • Setup Class Notifications
      • Setup Bulk Class Notifications for Participants
      • Setup Class Booking Chatbot
      • Setup Whatsapp Flow Class Booking Chatbot
      • Setup Class Booking Portal
    • Forms
      • Request Form - Personalize WhatsApp, Email and SMS template
      • Personalize Your Form Response PDFs: Template Editor
      • Form Automations
      • Payment Forms
    • Coupons
    • Loyalty Program
      • Automate Loyalty Program Notifications via WhatsApp
    • Integrations
      • WhatsApp Cloud API
        • WhatsApp Payment Method
        • Meta Business Verification
        • WhatsApp Profile
        • WhatsApp Compliance Info
        • WhatsApp Commerce Settings
        • WhatsApp Message Templates
        • Linking WhatsApp Number (WABA) to Your Facebook Page
        • How to Add WhatsApp Button to Your Instagram Account
        • Setup Click-to-WhatsApp Ads (CTWA)
      • Instagram
      • Facebook Messenger
      • Telegram
      • Livechat
      • OpenAI
      • Stripe
      • Razorpay
      • Shopify
        • Shopify Automations
      • WooCommerce
        • Woocommerce Automations
      • Rest API
      • MyFatoorah
      • Zoom
      • Webhooks
        • Clients
        • Contacts
        • Messages
        • Appointments
        • Classes
        • Invoice Updates
      • Zapier
    • Client CRM
      • Bulk Import Clients
      • Client Details
      • Client Notes
      • Client Documents
      • Client Letters
      • Client Forms
    • WhatsApp Chat Widget
    • Whautomate Rest API
      • Client Tags
      • Clients
      • Contact Tags
      • Contacts
      • Locations
      • Staffs
      • Segments
      • Broadcasts
      • Messages
      • Service Categories
      • Services
      • Appointments
      • Classes
      • Webhooks
      • Whautomate REST API Error Messages
    • Whautomate FAQs
      • My WhatsApp Template Message Failing to Send to Some Users?
      • How to Check My WhatsApp Quality Rating and Messaging Limits?
      • How to Install the Whautomate Progressive Web Application?
      • Why Does My Whautomate Account Frequently Log Out?
      • How to Get the WhatsApp Green Tick in 3 Easy Steps
      • Essential Tips to Avoid WhatsApp Business Account/API Restrictions & Bans
      • How to Check Undeliverable or Failed WhatsApp Contacts in Whautomate
      • How to Delete Your WhatsApp Business API Number?
  • Account Management
    • Manage Subscription
      • Choose Your Plan
      • Upgrade Subscription
      • Whautomate Add-ons
      • Update Payment Method
      • Subscription Cancelations
    • Account Settings
    • Team Members Management
      • Invite, Activate or De-activate Members
      • Roles and Permissions
    • Forgot Password
    • Reset Password
    • Two Factor Authentication
  • WhatsApp Pricing
    • WhatsApp pricing Calculator - USD
    • WhatsApp pricing Calculator - INR
    • WhatsApp Pricing Calculator - EUR
Powered by GitBook
On this page
  • Invoice Request Payment - WhatsApp Template
  • Invoice Request Payment - Email Template
  • Invoice Request Payment - SMS Template
  1. Product Guides
  2. Invoice & Payment links

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.

PreviousSend Invoice PDF - Personalize WhatsApp, Email and SMS templateNextE-Commerce

Last updated 11 months ago

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 the Whautomate app, Select the Settings menu option, and Click the Default Communication Templates option in the Templates section to continue. 👇

Step 2: On this page, you can access all default communication templates. The Invoice Request Payment WhatsApp, Email, and SMS templates are highlighted. Simply click on the Edit icon to modify the template according to your preferences. 👇

Invoice Request Payment - WhatsApp Template

Step 1: To edit the WhatsApp template, simply select the "Edit" icon.

Step 2: Select a WhatsApp template message you want to send your client to collect the invoice payment.

(a) I used the custom whauto_invoice_request_payment(en) WhatsApp message template which I had already created and approved by Meta. If you want to use your own custom WhatsApp message template, So first you need to create a new WhatsApp Message Template, you can select the Create New Template link. This will take us to the template page where we can submit our new template.

For instance, In this provided WhatsApp message template, I have included an Invoice PDF (using the {{invoice.pdf}} variable) for sending a copy of the invoice to the client. Additionally, I have shared my bank account details for offline payment collection, without the need for a payment gateway integration.

Furthermore, I have included an option for clients who prefer to make payments online. They can simply select the "Make Payment" button to complete the payment online. Please note that a payment gateway integration is required for online payments.

(b). When you enter (#) in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details.

Eg: #client.name = {{client.name}}, #business.name = {{business.name}}, etc.

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.partialPaymentUrl}}, {{invoice.paymentRequestId}}, {{invoice.downloadId}}, {{invoice.downloadUrl}}

Step 3: After entering all the necessary information, please click on the "Save" button to save your changes. 👇

Step 4: Now, Create a test client and send yourself an invoice payment request via WhatsApp to test it. 👇


Invoice Request Payment - Email Template

Step 1: To edit the Email template, simply select the "Edit" icon

Step 2: On this page, You can modify the Email Subject and Message template according to your preferences.

Note: Please enter (#) to choose from personalisation variables in the parameters E.g. client name, location name, etc.

Step 3: After entering all the necessary information for the Email template, please click on the "Save" button to save your changes. 👇

Step 4: Now, Create a test client and send yourself an invoice payment request via Email to test it. 👇


Invoice Request Payment - SMS Template

Step 1: To edit the SMS template, simply select the "Edit" icon.

Step 2: On this page, You can modify the SMS Message template according to your preferences.

Note: Before you change the SMS message you must complete your SMS configuration first.

(i) Check this below link on how to Configure SMS for customized outgoing SMS 👇

India: When you change SMS templates, it needs to be submitted for DLT Approval. For any support or assistance, please don't hesitate to contact our support team.

👉 Please reach out to our support team at this email support@whautomate.com if you need any help.

Step 3: After entering all the necessary information for the SMS template, please click on the "Save" button to save your changes. 👇

Email/SMS Sender Configuration
Available Personalisation Variables for Email Template Mentioned in the upper section of WhatsApp: