Invoicing & Payments

Setting up direct WhatsApp sending

Send invoices and quotations straight to a customer's WhatsApp with one click, using your own Meta WhatsApp Business API account.

Direct WhatsApp sending sends an invoice or quotation straight to a customer's WhatsApp with one click — no clipboard, no chat window to open, no attaching by hand. It uses your own Meta WhatsApp Business API account, so there's nothing routed through WatCoreLite's own servers. It's entirely optional and off by default; the regular one-click clipboard-and-chat sharing described in how sharing and printing work keeps working exactly as it always has, whether or not you set this up.

What you'll need

A Meta Business Account and a WhatsApp Business Account, created at business.facebook.com if you don't already have one.
A Phone Number ID — from Meta's developer console (developers.facebook.com), after adding the "WhatsApp" product to an app.
A permanent access token, generated via a System User in Meta Business Settings.
One approved message template — see below.

Get a permanent token, not a temporary one

The token Meta shows you by default in its quick-start view is a temporary 24-hour token. Using that one here means sending will silently stop working the next day. Generating a permanent token via a System User takes a few extra clicks in Meta Business Settings — worth doing right the first time.

The message template to submit

WhatsApp only allows a business to message a customer who hasn't messaged first through a pre-approved template — so this is a one-time approval step with Meta, not something WatCoreLite can skip around. One template covers both invoices and quotations, via its own variable:

Name: watcorelite_document_notification
Category: Utility
Header type: Document
Body: Hello {{1}}, please find your {{2}} {{3}} attached, for a total of {{4}}. Thank you for choosing {{5}}!

Submit this exact text through WhatsApp Manager → Message Templates. Approval is entirely Meta's call — it can take anywhere from a few minutes to a few days.

Turning it on

Once approved, open Settings → Direct WhatsApp sending in WatCoreLite, paste in your Phone Number ID, Access Token, and the template name, then use Send a test message to confirm everything actually works before relying on it for a real customer. Turning the feature on is rejected if any of those three fields are left blank, so it can never end up half-configured.

Meta bills you directly for this, not WatCoreLite

Meta charges your own WhatsApp Business account a small per-conversation fee for messages sent this way — check Meta's current pricing for your country. There's no separate charge from WatCoreLite for using this feature.

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