WhatsApp Business API for Invoices & Payment Reminders
Send invoice PDFs, automate overdue reminders and share payment receipts directly from ERP Group—without exporting customer data or using disconnected tools.
Hi Rajesh Traders, your invoice is attached.
Received, paying today.
10:41Your payment receipt has been sent automatically.
14:07 ✓✓BUILT FOR BUSINESS COMMUNICATION
Run Your Business Communication Directly from ERP Group
Send transactional messages, automate follow-ups and manage customer communication without moving data between disconnected tools.
Built using the official WhatsApp Business Platform with approved templates and consent-based messaging.
Send Invoice PDFs on WhatsApp
Send invoices directly from the invoice screen. Customer name, amount and PDF come from the existing record.
Automate Payment Reminders
Schedule reminders around due dates and stop follow-ups when the payment is recorded.
Share Payment Confirmations
Send a receipt automatically after payment is recorded and keep the customer informed.
Send GST and Document Alerts
Remind clients about filing deadlines and request required documents through WhatsApp.
Run Approved WhatsApp Campaigns
Create customer groups, personalise approved templates and track sent, delivered and read status.
Manage Customer Replies
Receive customer replies in a shared inbox with the relevant customer and transaction context.
From an ERP Action to a WhatsApp Message
Choose what should trigger a message. ERP Group uses the relevant business record, approved template and customer details to complete the workflow.
A Business Action Happens
An invoice is raised, payment becomes due, GST deadline approaches or a campaign is scheduled.
ERP Group Uses the Record
Customer name, phone number, invoice amount, due date and document are taken from the relevant record.
Approved Message Is Prepared
The approved WhatsApp template is filled with the relevant customer and transaction information.
Message Goes to WhatsApp
The message and supported document are sent through the official WhatsApp Business Platform.
Status and Replies Stay Connected
Your team can check message status and handle customer replies with the relevant business context.
A real day at Sharma Traders, Delhi
How WhatsApp automation handles invoices, reminders and collections — without a single manual message
Invoice raised — PDF lands on WhatsApp instantly
Sharma Traders raises an invoice for Gupta Electronics — ₹1,24,780 for a bulk order of LED panels.
One click on the invoice screen and the PDF reaches the customer on WhatsApp with amount, due date and a downloadable attachment. No email, no printout, no phone call.
Invoice overdue — reminder sends itself
Gupta Electronics hasn't paid. 7 days past the due date, ERP Group's WhatsApp automation fires the first overdue reminder — no one in the office had to remember.
The message includes the invoice number, outstanding amount and the original PDF again. If payment is still pending, the next reminder goes out at day 15.
Customer replies — message lands beside the ledger
Gupta Electronics replies on WhatsApp: "Will transfer by evening, please share bank details."
The reply appears in ERP Group's shared team inbox alongside the customer's ledger, open invoices and payment history. The accounts team replies within the 24-hour window — no switching apps, no forwarding screenshots.
Payment recorded — receipt goes out on WhatsApp instantly
Gupta Electronics transfers ₹1,24,780. The accounts team records the payment in ERP Group — and the receipt is sent on WhatsApp automatically.
No more "did you receive my payment?" calls. All pending reminders for this invoice stop immediately. The customer ledger updates in real time.
GSTR deadline approaching — all clients alerted at once
GSTR-3B is due on the 20th. Sharma Traders' CA opens ERP Group and sends deadline reminders to all 45 clients in one click — with the filing period and due date pre-filled.
Clients who need to submit documents get a separate document request on WhatsApp. Replies land against the right client record — no scattered messages across personal phones.
Festive offer campaign — sent, delivered, read — all tracked
Diwali season. Sharma Traders creates a contact group of 280 opted-in customers and sends an approved promotional template with a festive discount offer.
Every message shows sent, delivered and read status. Customers who reply are routed to the team inbox with their purchase history already visible. STOP replies are handled automatically — the contact is unsubscribed instantly.
Built for Compliant Business Messaging
Connect your business number, manage approved message templates and handle customer communication through workflows designed around WhatsApp's business messaging requirements.
From Setup to Customer Consent
Connect the eligible business number and required Meta business details.
Submit utility, authentication or marketing templates according to the message purpose.
Approved templates become available for eligible business-initiated communication.
Promotional communication is sent only according to the customer's recorded consent.
STOP requests update the contact's messaging preference for future promotional communication.
Everything You Need to Run WhatsApp from Your Books
Transactional messages, marketing campaigns, and a shared team inbox — all inside the ERP, all officially through Meta's Cloud API.
Invoice on WhatsApp
Send any invoice with the PDF attached, straight from the invoice screen. Customer name, number, and amount fill in automatically.
Automatic Payment Reminders
Set the schedule once — 3 days before due, then 7, 15, and 30 days after. Reminders stop the moment payment is recorded.
Payment Receipts
Receipt goes out automatically when you record a payment. Closes the loop and cuts "did you get my transfer?" queries.
Quotation Follow-Up
Send the quotation as a PDF, then an automatic nudge on day three if there's no reply.
GSTR Deadline Alerts
Automatic reminders before every GSTR-1 and GSTR-3B due date — to you, or to all your clients at once.
Document Requests
Ask for bank statements and purchase bills over WhatsApp. Replies land against the right client record.
Filing Confirmations
Message the client the moment a return is filed, with the acknowledgement attached.
E-Way Bill Notifications
Send the e-way bill to the transporter as soon as it's generated. No forwarding, no follow-up call.
Bulk Campaigns
Send approved templates to contact groups. Schedule ahead, or fire immediately.
Contact Groups & CSV Import
Segment by anything, or bulk-import a list. Contacts opt in on import.
Personalisation
Map template variables to real fields — customer name, invoice number, due date — so every message is genuinely personal.
Delivery & Read Tracking
Sent, delivered, and read status per message, with campaign-level totals.
Shared Team Inbox
Customer replies arrive in the ERP next to their ledger and payment history. Reply freely inside the 24-hour window, template after.
Automatic Opt-Out Handling
Reply STOP and the contact is unsubscribed instantly, with confirmation. Required by WhatsApp policy, handled for you.
Approved Template Manager
Create templates, submit to Meta, and see approvals arrive automatically. Image and PDF headers supported.
Quality Rating Monitor
Track your Meta quality rating and get warned before it becomes a sending restriction.
Clear Pricing for Every Message Category
Meta charges messages according to their category. ERP Group shows the applicable cost before you send.
Utility
TransactionalInvoices, payment reminders, receipts, GST alerts and dispatch updates.
Marketing
Opt-in RequiredOffers, promotional campaigns, announcements and re-engagement.
Authentication
VerificationLogin OTPs, verification codes and authentication-related messages.
Customer Service
Reply WindowCustomer replies and team communication within the applicable service window.
WhatsApp module access is included according to your selected ERP Group plan.
Your applicable plan may include an allowance for routine invoices and reminders.
Add credits when required and review the estimated campaign cost before sending.
Indicative Meta rates for messages sent to Indian recipients. Rates, categories and volume tiers may change. Last verified: August 2026. Taxes and ERP Group plan charges may apply.
Built for How Indian Businesses Actually Collect Money
ERP Group vs Standalone WhatsApp Tools vs Manual
See exactly what a standalone WhatsApp platform still leaves you doing by hand.
| Feature | ERP Group | Standalone Tool | Manual / Email |
|---|---|---|---|
| Invoicing & Payments | |||
| Send invoice with PDF from the invoice screen | Export & upload | Email attachment | |
| Automatic overdue reminders from the aging report | Needs integration | ||
| Payment receipt on payment entry | Needs integration | ||
| GST & Compliance | |||
| GSTR deadline alerts to clients | |||
| Document collection against client records | |||
| E-way bill to transporter | |||
| Platform | |||
| Official Meta Cloud API | — | ||
| Shared inbox beside the customer ledger | Separate app | — | |
| Automatic STOP / opt-out handling | Varies | — | |
| Separate monthly subscription | Not needed | ₹1,500+/mo | — |
Reflects generally available features at the time of writing. Standalone platforms can achieve some of the above with custom integration work, and offer features ERP Group does not — chatbot builders and AI agents among them.
Live on WhatsApp in 4 Steps
From connecting your number to your first automated invoice — most businesses are sending within two days.
Every day an invoice sits unpaid is a day your cash is with someone else. Switch today.
See It on Your Own Invoices
Twenty minutes, screen shared. We'll send a real invoice to your phone and show the reminder schedule running.