How to send invoices through WhatsApp Business

WhatsApp is where Malaysian customers actually send messages. An invoice workflow that lives in WhatsApp closes faster than one that lives in email — but most invoice tools still expect you to log in to a dashboard, fill a form, and download a PDF. Here's how to skip the dashboard entirely.

What you'll need

A verified WhatsApp Business account through Meta's Cloud API, your business details (name, SST number if applicable, payment instructions), and a CloudChem account. Setup is roughly 15 minutes for the first time, then zero recurring effort.

Step 1 — connect your WhatsApp Business number

Inside CloudChem, go to Channels > WhatsApp and follow the Meta Cloud API onboarding. You'll paste a system user token and a phone number ID. Once verified, the bot starts answering messages immediately.

Step 2 — write the request as a sentence

Send a message like 'Invoice for Mr Tan, ali@gmail.com, RM 350 for repair work, due in 7 days'. CloudChem parses the customer name, email, items, total, and due date directly from your message — no form, no dropdowns. The bot replies with a branded PDF and a payment link if you've enabled them.

Step 3 — handle multiple businesses on one number

If you run more than one business, the bot asks which account before generating. This keeps invoices, customers, and templates scoped correctly. You can flip the active account inside the chat by typing the account name.

What about receipts and quotations?

Same flow. 'Receipt for Mr Megat, teh tarik RM 3 x 2' generates a proof-of-payment receipt. 'Quotation for SS Renovations, kitchen tiling RM 4500, valid 30 days' generates a quotation with validity. Whatever document you ask for, the bot picks the right template.