Integrations & APIs
Send invoices and payment reminders via WhatsApp
Set up WhatsApp Business API in Easedesk to send invoices, payment links and reminders to customers automatically.
Quick answer
Settings → Integrations → WhatsApp → Configure. You need a WhatsApp Business API access (via Meta Cloud API or a BSP like Gupshup/AiSensy). Paste the access token + phone number ID. Once live, every invoice has a 'Send WhatsApp' button + auto-reminders for overdue invoices.
Prerequisites
WhatsApp Business API access — either directly via Meta Cloud API (free tier) or via a BSP (Business Solution Provider) like Gupshup, AiSensy, or Twilio. You'll need a verified phone number.
Step 1 — Get credentials
From Meta Cloud API: developers.facebook.com → WhatsApp Business → System User → Access Token. Note your Phone Number ID and Business Account ID. From a BSP: they provide a unified API token.
Step 2 — Configure in Easedesk
Settings → Integrations → WhatsApp → choose Provider (Meta / Gupshup / AiSensy) → paste token + phone ID → Test.
Step 3 — Approve templates
WhatsApp requires pre-approved message templates for transactional sends. Easedesk has 5 pre-built: invoice_notification, payment_reminder, payment_received, statement, otp. Approve them via your BSP or directly in Meta Business Manager (24-48 hour review).
Step 4 — Send
On any invoice, click Send → WhatsApp. Customer gets the invoice PDF + payment link instantly. Read receipts + delivery status appear in the invoice timeline.
Frequently asked questions
Are template messages free?
Can I auto-send reminders?
What about WhatsApp marketing?
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