WhatsApp Automation in USA — Automated PDF Invoices & AR Recovery
Connect your ERP directly to Meta WhatsApp Business API. Automatically dispatch branded PDF invoices, instant payment collection links, order tracking updates, and monthly salary slips.
Live WhatsApp API
From ERP Invoice to WhatsApp PDF Dispatch
FINAC automates customer communication behind the scenes. Generate invoices and payroll vouchers while FINAC delivers formatted PDFs directly to WhatsApp numbers.
ERP Invoice Trigger
Sales invoice or POS receipt generated in FINAC Cloud ERP.
PDF Generation
FINAC generates QR-coded, IRS tax compliant PDF invoice voucher automatically.
WhatsApp API Dispatch
Sends message & PDF document directly to customer's WhatsApp.
Delivery & Payment Log
Tracks message read status and records customer payment receipt link.
Every Automation Built for Simplicity & Power
Explore how FINAC automates daily billing messages and enterprise debt collection workflows.
Schedule automated WhatsApp reminders for overdue customer ledgers. Includes direct payment gateway links and account statement summaries.
- Customized 3-tier overdue payment reminder rules
- Attached PDF customer ledger balance statement
- Direct online payment gateway link in WhatsApp text
- Automated payment confirmation receipts
- Reduces Accounts Receivable DSO collection cycle
Dispatch password-protected monthly salary payslips to employees via WhatsApp with a single click after payroll approval.
- Encrypted employee CNIC password protection
- Instant delivery confirmation & read receipt logs
- Automated monthly salary notification batch
- Tax deduction & provident fund summary breakdown
- Reduces paper printing and HR admin workload
Keep customers updated throughout order fulfillment with automated dispatch notifications and live tracking links.
- Automatic order confirmation WhatsApp alerts
- Courier tracking number & waybill link delivery
- Out-for-delivery status notifications
- Customer feedback survey collection
- Reduces customer support call volume
Allow repeat wholesale customers to browse product catalogs and place re-orders directly inside WhatsApp chat.
- Interactive product catalog menu inside WhatsApp
- Automatic sales order creation in FINAC ERP
- Customer specific credit pricing visibility
- Multi-item order cart submission
- Instant order receipt confirmation
Module Breakdown — Simple to Advanced
| Automation Area | Everyday Simple Function | Advanced Enterprise Control |
|---|---|---|
|
Invoice Dispatch
|
Instant PDF invoice sending to customer chat | Meta Cloud API, QR code tax compliance & read logs |
|
AR Reminders
|
1-click payment reminder button | Automated 3-tier escalation, payment link & aging PDF |
|
HR Payslips
|
Send salary slip via WhatsApp | Encrypted CNIC password protection & batch log |
|
WhatsApp Ordering
|
Simple text order receiving | Interactive catalog, credit limit check & auto sales order |
