WhatsApp Payment
Send payment links and automated reminders via WhatsApp to increase debt recovery and improve cash flow.
WhatsApp Payment Overview
The WhatsApp Payment module integrates WhatsApp Business API with Odoo Accounting to automatically send payment links, electronic invoices, and payment reminders. WhatsApp message open rate of 98% helps increase on-time payment rate by 55% and reduce debt recovery time by 40%.
Key points
• Send invoices and payment links immediately upon invoice creation
• Automatic payment reminders before and after due date
• Confirm successful payment via WhatsApp
• Send receipts and electronic VAT invoices
• Track payment status in real-time
• Integration with Payment Gateways (Stripe, PayPal, VNPay)
Key Benefits
Key points
• Increase on-time payment rate by 55%
• Reduce debt recovery time by 40%
• Message open rate 98% vs email 20%
• Customers pay faster via direct links
• Reduce paper invoice printing and mailing costs
• Improve cash flow and cash forecasting
Send Invoices and Payment Links
As soon as invoice is created in Odoo, automatically send via WhatsApp:
Key points
• Complete PDF invoice with details
• Direct payment link via Payment Gateway
• Invoice number, issue date, and due date
• Total amount and accepted payment methods
• Quick payment QR code (VNPay, MoMo, ZaloPay)
• Bank transfer information
Pre-Due Date Reminders
Send automatic reminders before payment due date:
Key points
• 7 days before - Early and polite reminder
• 3 days before - Reminder with detailed information
• 1 day before - Urgent reminder with payment link
• Customize reminder schedule per customer
• Only send for unpaid invoices
• Automatically stop reminders when paid
Overdue Payment Reminders
When invoice is overdue, send reminders with appropriate tone:
Key points
• Day 1 overdue - Polite and friendly reminder
• Day 7 overdue - More serious reminder
• Day 15 overdue - Warning about late fees
• Day 30 overdue - Notice of legal action
• Customize tone and frequency by customer relationship
• Automatically calculate and notify late fees
Direct Payment via WhatsApp
Customers can pay directly from WhatsApp message:
Key points
• Click payment link to open Payment Gateway
• Choose method: Credit card, ATM, E-wallet
• Enter payment information securely (PCI DSS)
• Confirm payment and receive OTP
• Successful payment in seconds
• Receive confirmation and receipt immediately
Payment Success Confirmation
After successful payment, send confirmation via WhatsApp:
Key points
• Confirm payment received
• Amount paid and payment method
• Transaction code for reference
• Electronic receipt PDF
• VAT invoice (if applicable)
• Thanks and support contact information
Partial Payments
Support installment payments for large invoices:
Key points
• Send payment link for each installment
• Track amount paid and remaining
• Reminders for each payment installment
• Update partial payment status
• Confirm when 100% paid
• Flexible payment schedule adjustments
Payment Gateway Integration
Connect with popular payment gateways:
Key points
• Stripe - International credit card payments
• PayPal - Global payments
• VNPay - Vietnam domestic payments
• MoMo - Popular e-wallet
• ZaloPay - Payment via Zalo
• Bank transfer - Automatic QR code
Payment QR Code
Automatically generate QR code for quick payment:
Key points
• VNPay QR code with amount and transfer content
• Bank QR code following VietQR standard
• Customers scan QR and pay in seconds
• Automatic reconciliation when receiving money
• Automatically update invoice status
• Send confirmation immediately upon receiving money
Customer Segmentation
Send different messages to customer groups:
Key points
• VIP/Enterprise - Professional tone, flexible payment terms
• Regular customers - Friendly and gentle reminders
• New customers - Detailed payment instructions
• Slow payers - More serious reminders
• Bad debt customers - Firm tone and warnings
• Customize schedule and content by segment
Failed Payment Handling
When payment fails, support customers immediately:
Key points
• Notify failure reason (expired card, insufficient balance)
• Suggest alternative payment methods
• Resend new payment link
• Hotline support if needed
• Guide to fix common errors
• Track and automatic retry
Recurring Invoices
Automate for monthly recurring invoices:
Key points
• Automatically send invoices on fixed date monthly
• Payment reminders for subscription/membership
• Automatically charge saved card (if available)
• Notify when charge successful/failed
• Handle subscription renewal and cancellation
• Recurring revenue reporting
Payment Tracking Dashboard
Reports and analysis of debt recovery effectiveness:
Key points
• Total invoices sent and payment rate
• Average payment time
• On-time vs overdue payment rate
• Current debt by age (0-30, 30-60, 60-90, 90+ days)
• Compare WhatsApp vs Email effectiveness
• Cash flow forecast based on payment history
Customize Message Templates
Create appropriate templates for each stage:
Key points
• New invoice template - Professional and clear
• Pre-due reminder template - Polite and friendly
• Overdue reminder template - Serious but respectful
• Payment confirmation template - Thanks and acknowledgment
• Failed payment template - Support and solutions
• Multilingual by customer country
Integration with Odoo Accounting
Seamless connection with accounting process:
Key points
• Automatically send WhatsApp when creating invoice
• Update payment status in Odoo
• Automatic reconciliation with bank statement
• Create payment entry when receiving money
• Record late fees in accounting
• Debt and cash flow reporting
Dispute and Complaint Handling
Support customers when invoice issues arise:
Key points
• Customers respond directly via WhatsApp
• Automatically create ticket in Helpdesk
• Pause reminders when dispute exists
• Send adjusted invoice if needed
• Confirm dispute resolution
• Resend new invoice after resolution
Security and Compliance
Key points
• Encrypt payment links and sensitive information
• PCI DSS compliance for credit card processing
• Do not store card information on WhatsApp
• Two-factor authentication (OTP) for payments
• GDPR compliance on customer data
• Complete audit log for all transactions
Integration with Other Modules
Key points
• Sales - Send invoices from Sales Orders
• Subscription - Automatic recurring payments
• E-commerce - Online order payments
• CRM - Track customer payment history
• Helpdesk - Handle payment complaints
• Marketing - Send offers to on-time payers
Best Practices
Key points
• Send invoice immediately after service completion
• Remind at right time - not too early or too late
• Always have multiple payment methods
• Personalize messages with name and specific information
• Polite and professional tone in all situations
• Monitor and respond quickly
• Backup to Email if WhatsApp delivery fails
• Comply with legal regulations on debt collection
Common Error Handling
Key points
• Payment link not working: Check Payment Gateway
• Payment failed: Guide customer to retry
• No confirmation received: Check webhook
• Amount mismatch: Reconcile with bank statement
• Template rejected: Comply with WhatsApp policies
• Customer not receiving: Check phone number
Important Terminology
Key points
• Invoice - Bill requesting payment
• Payment Link - Direct payment link
• Payment Gateway - Online payment gateway
• Receipt - Receipt confirming payment
• Overdue - Past payment due date
• Partial Payment - Installment payment
• QR Code - Barcode for quick payment
• Cash Flow - Business money in and out flow