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WhatsApp Business

Send invoices, statements and reminders from your own business number.

Your business connects its own WhatsApp Business account through Meta's window, so invoices, quotes, notes, statements, reminders and payment confirmations go out from your number in your name. Books creates the message templates in your account, and Meta bills your business directly per message.

Before you start

  • A Facebook account for your business.
  • A phone number not currently on the WhatsApp app, able to receive the verification code.
  • A payment method in WhatsApp Manager, as Meta will not send without one.
  • Permission to administer the business in Books.

Setting it up

Start the connection

Open Settings, scroll to the WhatsApp Business card and press Connect WhatsApp. If the button is missing and the card says WhatsApp is not switched on, contact support.

Finish Meta's window

Sign in with your business's Facebook account, choose your WhatsApp Business account or create one in your business name, then add the number and verify it with a code by SMS or call.

Wait for the template review

Books creates the message templates and submits them to Meta for review, and each template's status shows on the card. Nothing is sent without a template Meta has approved. Press Refresh status to follow them.

Add a payment method and customer consent

Open WhatsApp Manager from the card and add a payment method. On the customer's card under Customers & suppliers, tick The customer agreed to receive our invoices, statements and reminders on WhatsApp.

What moves across

  • Books to the customer: invoices and advances with a View button, quotes, credit and debit notes, and statements.
  • Books to the customer: payment reminders in three stages, and payment confirmation.
  • Customer to Books: accepting or declining a quote with its buttons, which updates its status.
  • Meta to Books: each message's status (sent, delivered, read, failed), plus template status and number quality.

Troubleshooting

Meta's window will not load
Make sure the browser is not blocking facebook.com, then try again.
The number is not registered yet
If the number has a two-step PIN from a previous provider, enter it on the card. Otherwise press Retry registration.
Some templates could not be submitted
Press Submit templates for review to try again.
Messages will not send after connecting
Check the payment method in WhatsApp Manager, the customer's consent and mobile number, and that they have not asked to stop.

Still need a hand?

Our team is available Sunday to Thursday 8 AM – 4 PM and Saturday 10 AM – 4 PM.

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