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Integrate Zoho Books with WhatsApp

Using WhatsApp for customer communication offers an easy way to send messages with a personalized touch. Integrating WhatsApp into Zoho Books keeps your customers informed regarding their invoices, sales orders, payment receipts, customer statements, estimates, retainer invoices, credit notes, and sales receipts.

After enabling WhatsApp, you will have to buy credits to send notifications to your customers. Learn more about WhatsApp Credits.

Prerequisites:

Once you set up this integration, Zoho will become your Business Service Provider (BSP). Ensure that your WhatsApp Business account is not associated with other BSPs.

The phone number you want to use to set up this integration must be valid and owned by you. If it is associated with any other BSPs, WhatsApp Personal or WhatsApp Business accounts, you may lose your existing chats.

You should have a verified Facebook Business Manager account.

Connect to WhatsApp

To send WhatsApp notifications to your customers, you must connect Zoho Books to WhatsApp first. Here’s how:

Go to Settings and then Integrations & Marketplace.
Navigate to WhatsApp and click Connect near WhatsApp Business.

In case you have an existing WhatsApp Business account, the Set up WhatsApp Business pop-up will appear.
Click Use the existing WhatsApp Business account registered with Zoho and select the account from the dropdown to continue using the existing WhatsApp account that is integrated with other Zoho apps. (or)
Click Connect a new WhatsApp Business account with Zoho to connect a new WhatsApp Business account.
Click Continue.
Read and agree to the terms in the Connect WhatsApp with Zoho Books pop-up.
Click Connect WhatsApp and you will be redirected to the Facebook Login page.
Enter the registered Email Address or Phone Number and Password and click Log in.

Insight: If you don’t have a Facebook account, create one by clicking Create New Account.

Verify your account and click Continue as ‘Your Account Name’ on the next page. If you want to log in with another account, click Log in to another account.
Read through all the WhatsApp Business Terms of Service and the Meta Terms of Service and click Get Started.
Fill in your Business Details and click Next.
Select a WhatsApp Business account and WhatsApp Business Profile on the following page.

Insight: If you don’t have one, select Create a WhatsApp Business account and Create a new WhatsApp Business Profile from the dropdown.

Click Next and click Finish on the page that follows.

Your Zoho Books organisation will be connected with WhatsApp.

Click Continue in the Connected to WhatsApp pop-up.
Check the Default WhatsApp Number from which the WhatsApp messages will be sent to your customers and click Continue.

You can either buy credits in the next step or also do it once you have created templates for WhatsApp notifications.

Configure Templates

To send notifications through WhatsApp, create a template in Zoho Books and get it approved by the WhatsApp Business team.

Create Templates

To send invoice details through WhatsApp, you’ll have to create a template for it. Here’s how:

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Select Invoices under Message Templates.
Click + New Template, and the Create WhatsApp Template pop-up will appear.
Fill in the Template Name and select the Template Category.

Insight: The Template Category could either be Utility or Marketing. Learn more about Template Categorization.

Mark the Include a PDF attachment along with this message checkbox if you want to include the invoice PDF in the WhatsApp message.
Click the dropdown next to Language to choose the preferred language for your customers.
Edit the content under the Message field if required. You can insert placeholders by clicking the dropdown next to Insert Placeholders.
Click Save.

A template will be created, and once approved, you can send invoice notifications to your customers.

Similarly, you can create templates for Sales Orders, Payment Receipts, Customer Statements, Estimates, Retainer Invoices, Credit Notes, and Sales Receipts.

Template Approval

Once you create a template, it will be sent for approval. It can take up to 24 hours for the WhatsApp team to approve it. The status of the approval will be displayed on the list page.

A template can have the following statuses:

Status	Description
Approved	The WhatsApp Business team approved the template and it can be sent to customers.
Rejected	The WhatsApp Business team rejected the template. Edit and resumbit the template for approval. Learn why templates get rejected.
Pending Approval	The template has been sent to the WhatsApp Business team and is awaiting approval. It could take upto 24 hours for the status to be updated.
Deletion in Progress	The WhatsApp Business team is evaluating your request to delete a template.
Deletion Failed	The template was not deleted due to network issues. Initiate the delete process once again.
Deleted	The WhatsApp Business team has deleted the template. This action cannot be undone.

Other Actions

Clone Template

If you want to create a template similar to an existing template, you can clone it. Here’s how:

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Select the module under Message Templates.
Click the More icon next to the template you want to clone and select Clone.
Edit the necessary details in the following Clone WhatsApp Template pop-up, and click Save.

The new cloned template will be sent for approval to the WhatsApp Business team and can be used once approved.

Set Template as Default

If you want a template as your default choice, you can set that template as default. To do so:

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Select the module under Message Templates.
Click the More icon next to the preferred template and select Set As Default.

The default template will be auto-populated in the Template Name field when you try to send WhatsApp notifications.

Delete Template

You can delete a WhatsApp template if you do not require it.

Warning: Deleting a template is permanent and cannot be undone. However, you can create a new template again and send it to the WhatsApp Business team for approval.

To delete a template:

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Select the module under Message Templates.
Click the More icon next to the template that you want to delete.
Click Delete from the dropdown to proceed.

A request will be sent to the WhatsApp Business team to delete the template, which will subsequently be deleted.

Enable WhatsApp

Enable WhatsApp for Sales Transactions

Once you set up templates, enable the modules for which you’d like to send WhatsApp notifications. To do this:

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Slide the toggle button next to the respective modules.

You’ll be able to send notifications through WhatsApp for the modules that you’ve enabled.

Enable WhatsApp for Customers and Contact Persons

To send notifications to your customers through WhatsApp, you’ll have to enable WhatsApp for them. Here’s how:

Go to Sales on the left sidebar and select Customers.
Select the customer for whom you want to enable WhatsApp messaging.

To enable it for the primary contact:

Click Edit in the Overview section.

(or)
To enable it for the contact person:

Scroll down and click the Gear icon next to the contact person and select Edit.
Ensure that the customer’s phone number is right and begins with a proper country code.
Mark the option WhatsApp under Communication Channels.
Click Save, and WhatsApp will be enabled for the primary contact or contact person.

Enable WhatsApp for Customers in Bulk

You can enable WhatsApp messaging for contacts in bulk in two ways. You can do it for:

All primary contacts and contact persons
Specific primary contacts and contact persons

To enable it for all the primary contacts and contact persons:

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Click Update Communication Preference on the right, next to the gear icon.
In the pop-up that follows, click:
- Only Primary Contacts if you want to send WhatsApp notifications only to the primary contacts.
- All Contacts and Contact Persons if you want to send WhatsApp notifications to all contact persons, including the primary contact.
Click Save.

To enable it for specific primary contacts and contact persons:

Navigate to Customers under Sales.
Select the customers you want to send notifications via WhatsApp and click Configure Communication Preferences at the top.
Configure the default recipients for the WhatsApp channel type in the pop-up that follows.
Click Save.

The WhatsApp notification will now be sent to the selected contacts.

Manage WhatsApp Credits

WhatsApp Credits

Once you enable WhatsApp and create templates, you’ll need to buy credits to send notifications through WhatsApp. Learn more about how credits work.

Buy Credits

To buy WhatsApp credits:

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Click Buy Credits at the top of the WhatsApp configuration page.
Enter the number of credits required in the IM Credits field.
Click Calculate Price and then click Make Payment.

You’ll be redirected to the payment gateway where you can pay. Once done, the credits will be added to your organisation. You can also buy credits from the Zoho Store.

Send Notifications through WhatsApp

Send Invoice Notifications

Go to Sales and select Invoices.
Click + New at the top-right corner and enter the necessary details.
Select the contact persons to whom you want to share the invoice details from the Share invoice with dropdown and click Save and Send.
In the screen that follows, verify the Message Template and Contacts, and click Send.

The invoice notification will be sent to the respective contacts.

To send a WhatsApp notification for existing invoices:

Go to Sales and navigate to Invoices.
Select the invoice for which you want to share the invoice details.
Select WhatsApp Message from the Send dropdown.
The contact person and the message template will be auto-populated in the following Send WhatsApp Message pop-up.
Click Send.

The invoice details will be sent to the respective contact person via WhatsApp. Similarly, you can send notifications for Sales Orders, Estimates, Retainer Invoices, and Sales Receipts.

Send Reminders on WhatsApp

To send reminders on WhatsApp, you should create a template for Payment Reminders. To do this:

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Create a template for this module.
Once the template is approved from Meta’s end, slide the toggle button next to WhatsApp Templates for Payment Reminders to enable it.

Now you will be able to use this template and send payment reminders on WhatsApp.

To send payment reminders on WhatsApp:

Go to Invoices on the left sidebar.
Select the invoice for which you want to send the Payment Reminder notification.
Click Reminders and select Send WhatsApp Message from the dropdown.
Select the Message Template in the pop-up that follows and click Send.

The payment reminder notification will be sent to the customer via WhatsApp.

To send payment reminders in bulk:

Select the overdue invoices.
Click Reminders and select Send WhatsApp Message.
Select the Message Template in the pop-up that follows and click Send.

The payment reminder notifications for the selected overdue invoices will be initiated, and you will be notified once they are sent to the customers.

You can also send automated payment reminder notifications through WhatsApp. Here’s how:

Go to Settings, navigate to Reminders & Notifications, and select Reminders.
In the Automated Reminders section, slide the toggle under the Reminders Based on Due Date section for the reminders that you want to send to your customers.
In the next pop-up, switch to the WhatsApp tab.
Slide the Enable WhatsApp notification for this reminder toggle.
Select the Message Template for the notification.
Click Save.

The automated reminders will be sent to the selected customers through WhatsApp.

Note: The Automatic Reminders will be sent to the customers only if WhatsApp Communication Channel is enabled at the customer and transaction level.

Send Payment Receipts

Go to Sales and select Payments Received.
Click New at the top-right corner and enter all the necessary details.
Select the contact person to whom you want to share the payment receipt details from the Share payment receipt with dropdown.
Click Save, and the WhatsApp notification with the payment receipt details of the payment amount and the invoice number will be sent to the respective contact person.

To share existing payment receipts via WhatsApp:

Go to Sales and navigate to Payments Received.
Select the payment for which you want to share the payment receipt.
Click the dropdown next to Send and select WhatsApp Message.
The contact person and the message template will be auto-populated.
Click Send, and the WhatsApp notification with the payment receipt details will be sent to the respective contact person.

Send Customer Notifications

You can send marketing notifications to your customers regarding promotions, offers or any other informational updates along with the customer statement using this feature.

Go to Sales and navigate to Customers.
Select the customer to whom you want to send the WhatsApp notification.
Click Send dropdown in the Receivables section, and select WhatsApp Message.
The contact person and the message template will be auto-populated in the following Send WhatsApp Message pop-up.
Click Send, and the WhatsApp notification will be sent to the respective contact person.

To send only the customer statement:

Select a customer and switch to the Statement tab.
Click Share via and select WhatsApp from the dropdown.
The contact person and the message template will be auto-populated in the following Send WhatsApp Message pop-up. You can also add other contact persons or replace the templates if required.
Click Send.

The customer statement will be sent to the respective contact person.

Sending Bulk WhatsApp Notifications

Zoho Books allows you to send WhatsApp notifications to multiple customers at a time.

Note: The bulk WhatsApp notifications will only be sent to the contacts selected in the particular transaction level.

To send bulk WhatsApp notifications:

Go to Invoices on the left sidebar.
In the list page, select the invoices you want to send through WhatsApp.
Click Send and select WhatsApp Message from the dropdown.
In the next page, choose a Message Template for the notification.
Click Send.

The bulk WhatsApp messages for the selected invoices will be initiated, and you will be notified once they are sent to the customers. Similarly, you can send bulk notifications for Sales Orders, Estimates, Retainer Invoices, and Sales Receipts.

WhatsApp bulk notifications will not be sent if:

The transactions are in the draft status.
The WhatsApp communication channel is not enabled at the customer level and the transaction level.

View Sent WhatsApp Notifications

You can view the sent WhatsApp notifications at three different levels. Here’s how:

At Transaction Level

Click the respective transaction in the Invoices or any other module.
In the details page, click Comments & History at the top-right corner.
Click Show Details given below the particular notification for which you want to view the customer’s name, phone number, and the status of the WhatsApp message.
Click the customer name in the details table, and you will be redirected to the details page with their WhatsApp chat screen displayed.

The particular notification message will be highlighted, and you can continue chatting with the customer if required.

At Customer Level

Click the customer whose WhatsApp notification messages you want to view.
Navigate to the Mails & Messages tab.
Click the dropdown next to System Mails and select WhatsApp Messages.

You can view all the WhatsApp notifications and their statuses sent to this customer.

At Organisation Level

Navigate to Reports on the left sidebar.
Scroll down to Activity and click WhatsApp Notifications.

You can also click View Report on the WhatsApp configuration page and view all the WhatsApp notifications sent from your organisation.

Get Notified for Incoming WhatsApp Messages

You can get notified in Zoho Books when your customer sends a message on WhatsApp. Here’s how you can enable notifications:

Go to Notifications (Bell icon) at the top-right of Zoho Books.
Click the Gear icon in the Notifications section.
Slide the toggle to enable WhatsApp notifications.

You will now receive notifications in Zoho Books for the incoming WhatsApp messages.

You can view them in the Notifications section at the top of Zoho Books.

Chat with the Customer

To message a customer:

Go to Sales and navigate to Customers.
Click the customer with whom you want to chat.
Click WhatsApp at the top right in the Overview section.
Click ‘+’ to start a new chat.
All the contacts for whom you’ve enabled WhatsApp Notifications will be listed.
Select the contact with whom you want to chat.
Initiate the chat by sending a notification template.
Send replies and attachments to follow up as soon as your customer responds.

Note: You can only send predefined notification templates until your customer responds.

Insight: You can add an attachment by clicking the + icon. Note that you can only send one attachment at a time, and the supported file formats are JPG, JPEG, PNG (up to 5MB), and PDF (up to 10MB).

Once the conversation with a customer is over, click the More icon at the top-right corner of the chat screen and select End Session.
Click End Session in the confirmation pop-up that follows.

The session will end. You can click Chat to continue if your session has not expired.

Note: The chat session will expire if there’s no activity for 24 hours from the last message. Once it has expired, you must reinitiate the conversation by clicking Initiate Chat and sending a notification template as usual.

Take Over Customer Chat

Users in your organisation with Communication permissions can initiate chats with customers. However, only one user can chat with a customer at a time.

Insight: To enable Communication permissions for contacts, go to Settings > Users & Roles > Roles and edit the role.

You can enter the chat if another user is chatting with a customer and faces a question that fits your expertise.

To do so, click Take Over, and the chat will be transferred to you.

You can now continue chatting with the customer. Other users cannot message until they take over the chat.

Note: The customer will not be notified when another user takes over.

Common Chat Window

You can chat with a customer through Zoho Books at the organisation level using the common chat window. Only users with the Manage Integration permission will be able to access chats at the organisation level.

To provide this permission:

Go to Settings and select Roles in the Users and Roles section.
Click New Role to create a new role and provide permissions to it, or click Edit next to an existing role.
In the Settings section, check the Manage Integration box and click Save. Any user with this role will have the permission to chat with all the customers in the organisation.
Click the WhatsApp icon at the top-right corner of any page in Zoho Books to open the common chat window and chat with your customers.
You can click the All Chats dropdown to view chats with your customers or unknown numbers.

To add an unknown number in the chat window as a customer or contact person:

Open the chat of the unknown number that you want to add to you organisation and click Add.
In the pop-up that appears, select if you want to add the unknown number as a contact person to an existing customer, or create a new customer.
Fill in the required details and click Save.

The unknown number will now be a contact person or customer in your organisation.

Note: You can only send custom messages to unknown numbers.

Other Actions

Create Workflow Actions

Users can create workflow actions in Zoho Books to automate various tasks. When integrated with WhatsApp, users can create WhatsApp Alerts to notify the customers.

Scenario: Patricia wants to notify her customers via WhatsApp when changes are made to the invoice’s total. To simplify the process, she creates a workflow action to send a WhatsApp alert when the invoice total is modified.

You can create a workflow action for WhatsApp and associate it with a workflow rule or vice-versa. To do this,

Go to Settings, navigate to Automation, and click Workflow Actions.
Navigate to WhatsApp Alert under Workflow Actions and click + New WhatsApp Alert.
Enter the necessary details to create a WhatsApp alert and click Save.

Once you create an alert, you can add it to a workflow rule.

Mark WhatsApp Inactive

If you want to disable the WhatsApp integration temporarily, you can mark it as inactive. Here’s how:

Go to Settings, navigate to Integrations & Marketplace and click WhatsApp.
Click Configure and select Mark as Inactive from the dropdown.

WhatsApp will be disabled for your organisation. You can enable this anytime by clicking Mark as Active from the Configure dropdown.

Change Default WhatsApp Number

To change the default WhatsApp number, you must first delete the existing WhatsApp channel. To do this,

Go to Settings, navigate to Integrations & Marketplace, and click WhatsApp.
Click the Trash icon in the Default WhatsApp Business Number section.
Click Delete in the following confirmation pop-up. The WhatsApp number associated with Zoho Books will be deleted.

Once the existing channel is deleted, you can set up a WhatsApp channel with the new phone number.
To do this,

Click Set Default Number in the Default WhatsApp Business Number section.
Select the number you want to set as the default WhatsApp number from the pop-up that follows and click Continue.
If you haven’t verified the WhatsApp Business number, it will not be listed in the pop-up. In that case, click Verify Numbers.
Select the desired number and click Send OTP to verify the number. You can also choose to get the OTP via call.
Enter the OTP and click Verify.
Once verified, click Back and select the number from the Default WhatsApp Number dropdown.

Your default WhatsApp number will be updated.

Change WhatsApp Business Account

You can also change the WhatsApp Business account if you already have an existing account. Here’s how:

Go to Settings, navigate to Integrations & Marketplace and click WhatsApp.
Click Configure and select Change Account from the dropdown.

Note: Once you change your WhatsApp Business account, you will not be able to use your existing WhatsApp channel and templates. Therefore, you will be required to delete the templates before proceeding.

Warning: Ensure that you delete the templates from Zoho Books and not from Meta to avoid syncing issues.

In the following pop-up, you should delete the existing templates before changing the default account. You can click:
- Schedule Automatic Deletion to initiate the automatic deletion process. The time duration for deletion depends on the process at Meta’s end.
- I’ll Delete Manually to remove certain templates. Go to each template, click the More icon next to it and select Delete.

Once the deletion process is completed, the status of your WhatsApp Business account will be changed to SETUP PENDING. You can also check whether the number of templates for each module has been changed to 0 to confirm that the deletion process has been completed.

Click Configure, and select Change Account from the dropdown. The Change WhatsApp Business Account pop-up will appear.
- Click Use the existing WhatsApp Business account registered with Zoho and select the account from the dropdown to continue using the existing account. (or)
- Click Create a new WhatsApp Business account with Zoho to create a new WhatsApp Business account.
Click Continue.

The WhatsApp Business Account will be changed.

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