Overview
The WhatsApp invoicing bot is a lightweight application developed by Kapta that lets you create and send invoices directly from WhatsApp.
The bot focuses exclusively on creating and sending invoices, providing a simple way to issue invoices without accessing the invoicing platform.
Typical use cases
- Create invoices manually through WhatsApp messages
- Issue invoices quickly for small teams or while on the move
- Send invoices directly to customers from WhatsApp
Supported capabilities
The WhatsApp bot supports the following actions:
- Create invoices in connected invoicing systems
- Send invoices automatically after creation
Data flow
- A user sends a message or command to the WhatsApp bot
- Kapta validates the request and invoice data
- An invoice is created in the connected invoicing system
- The invoice is sent to the recipient
Invoicing behaviour
The WhatsApp bot is limited to creating and sending invoices. It does not manage payments, refunds or invoice updates.
Configuration
The WhatsApp bot is configured and managed by the Kapta team and normally includes:
- WhatsApp access and permissions
- Connection to the invoicing system
- Invoice templates and default values
Limitations
- Limited to creating and sending invoices only
- No support for invoice updates, refunds or payment tracking
- Requires manual input through WhatsApp messages
Security and compliance
All data is transmitted securely through encrypted connections. Access is restricted to authorized systems and credentials are stored securely.
Invoicing and payment data is handled in accordance with Portuguese and European Union requirements where applicable.
Frequently asked questions
Does this bot support automated workflows?
No. The bot is designed only for simple, manual invoice creation.
Can workflows be customized by product or activity?
Yes. Rules can be defined based on booking attributes, products or payment status.
Is real-time processing supported?
Yes. Invoices are created and sent immediately after the message is processed.
Need help or changes?
This integration is managed by the Kapta team. If you need adjustments, additional events or invoicing rules, contact support to discuss your requirements.
