The invoice goes where your customer already is
In Pakistan the customer is on WhatsApp before they are anywhere else. E-Khata sends through Meta's own Cloud API, from E-Khata's number on the first day or from your own business number once you connect it with a code, so a saved invoice, receipt, quotation or reminder is one tap from being in the customer's chat as a PDF.
The WhatsApp integration lets an E-Khata Cloud business send its documents on WhatsApp through the official Cloud API. Every business can send from E-Khata's own number with nothing to set up, and can connect its own WhatsApp Business number in a few minutes with just a phone number and a code, or through its Facebook Business account. Every document then has a Send on WhatsApp action that delivers the PDF to the customer's chat, inbound messages arrive through a webhook, and sign-in codes for your staff can travel over the same channel. A Twilio path exists for businesses that already run their WhatsApp through it.
What moves between E-Khata and WhatsApp
This is a messaging connector, not a data sync. Here is exactly what leaves E-Khata and what comes back.
E-Khata to WhatsApp
- Sales invoices, quotations, delivery notes and returns as PDFs, from your own template
- Receipts and payment vouchers
- Customer statements and payment reminders
- Customer portal links, so the customer can see their own ledger
- One-time sign-in codes for your own staff
WhatsApp to E-Khata
- Delivery and read status per send
- Inbound replies, logged against the message that prompted them
- Number verification during setup
How to connect WhatsApp to E-Khata Cloud
You can send from E-Khata's number without setting anything up. To send from your own number, you never paste tokens by hand: it takes a few minutes and a phone that can receive a code.
- Open Settings, then Integrations, then WhatsAppThe screen shows which number your invoices go out from today. Until you connect your own, it is E-Khata's number, and sending already works.
- Choose how to connect your own numberOption 1, the recommended one, needs only a phone number and a code: no Facebook account, nothing to approve and nothing to pay. Option 2 brings across a WhatsApp Business account you already own through your Facebook Business account.
- Verify the numberEnter the business number, receive the code on it by WhatsApp or SMS, and confirm. Resend if the code does not arrive.
- Pick the sender and the name customers seeChoose which number your invoices go out from, and set the business name your customers see. A new name goes to Meta for review and the screen tells you when it clears.
- Send from any documentOpen an invoice, tap Send on WhatsApp, confirm the number, and the PDF is delivered to the customer's chat.
Send invoices on WhatsApp from the first day
You do not have to connect anything to start. Every E-Khata business can send its invoices, receipts and reminders on WhatsApp from E-Khata's own number the day it signs up, and the customer sees the PDF arrive from E-Khata. When you want the message to carry your own shop's name, connect your own number, and the screen lets you move your invoices across to it.
- Works from day one, with nothing to set up.
- The settings screen always says which number your invoices go out from, and what the customer sees.
- Move to your own number whenever you are ready.
Your own number in minutes, no Facebook account needed
There are two ways to connect your own number, and the screen tells you plainly what each one means. Option 1 needs only a phone number and a code. It sends the moment the code is verified, there are no templates to wait on, and E-Khata covers the WhatsApp charges. Use a dedicated SIM for it, because WhatsApp will not attach a number that is already running the WhatsApp app on a phone. Option 2 brings across a WhatsApp Business account you already own through your Facebook Business account, so your chats and the phone app keep working alongside E-Khata. Meta then bills you directly and reviews your invoice template first.
- Option 1: a phone number and a code, recommended, nothing to approve and nothing to pay.
- Option 2: your Facebook Business account, keeps your WhatsApp app working, billed by Meta.
- The code arrives by WhatsApp or SMS, with a resend if it does not come.
Choose the sender and the name customers see
Connecting a number and switching your invoices to it are two separate choices, so you never lose a number just to go back. Pick which number your invoices go out from, and set the business name customers see at the top of the chat right from E-Khata, even where WhatsApp Manager will not let you change it. The new name goes to Meta for review, messages keep going out under the current name until it clears, and the screen reports Meta's answer back to you.
- Pick E-Khata's number or your own for invoices, and switch back any time.
- Rename the sender from Settings, with Meta's review status shown.
- See how many customers your own number can message a day, in plain words, as Meta reports it.
- When a message does not arrive, the reason is shown in plain words with what to do next.
Send from the document, not from a phone gallery
Sharing a PDF by saving it, opening WhatsApp and finding the customer is how invoices get lost. In E-Khata the send action sits on the document. It picks the customer's number from the party record, uses the template you chose, attaches the PDF rendered from your own layout, and records that it was sent, when, and whether it was delivered and read.
- Send on WhatsApp on invoices, quotations, delivery notes, returns, receipts and vouchers.
- The customer's number comes from the party record; edit it once, it is right everywhere.
- Delivery and read status stored against the document.
Reminders and statements that speed up udhar
A payment reminder is a statement with a nudge. E-Khata sends the customer their outstanding balance, or a full statement, as a PDF over WhatsApp, and can include the customer portal link so they see the ledger themselves. Collection improves because the reminder is in the channel the customer reads every hour.
- Payment reminders with the outstanding amount and the invoices behind it.
- Customer statements for a date range.
- Customer portal link in the message, for self-service.
Your number, Meta's API, no surprise bills
Messages go out through the official Cloud API, which is what keeps them from being flagged and lets templates carry your brand. On E-Khata's number and on a number connected with a code, E-Khata covers WhatsApp's charges. Connect through your own Facebook Business account and Meta bills you directly, the same as any Cloud API account, and the screen says so before you choose. Credentials are stored encrypted and are write-only once saved.
- Official WhatsApp Cloud API, from E-Khata's number or your own.
- WhatsApp charges covered by E-Khata on the shared number and on Option 1.
- Encrypted, write-only credentials; disconnect at any time.
- Twilio path for businesses already on it.
BAWA AI on WhatsApp
The same WhatsApp screen switches on BAWA AI, E-Khata's business assistant, for your team. Link the phone numbers that may use it and message it like any contact: ask a customer's balance, send a voice note to make a bill, forward a photo of a handwritten parchi or a payment screenshot. Each person gets exactly the permissions their role has in the app, and the reply language can be set per chat.
- Link several phones at once, each confirmed with its own code.
- Voice notes and parchi photos become entries and draft bills.
- Replies in Roman Urdu, English or Urdu.
Staff sign-in over WhatsApp
Your own team can sign in with a phone number and a one-time code delivered on WhatsApp, which is faster than email for a counter and does not need a password to be remembered. The lost-phone flow recovers an account when the number changes.
- Phone number and one-time code sign-in.
- Lost-phone recovery.
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