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SettingsWhatsApp

WhatsApp

Connect WA Session

Open WA Settings

Go to Settings → WhatsApp.

Scan QR Code

Click Scan QR and scan the QR code with the WhatsApp number you want to use.

Confirm Connection

Once connected, the status will show Connected with the phone number.

Use a dedicated WA number for sending notifications. Using a personal number may lead to rate limiting or bans if too many messages are sent.

Message Templates

Four templates are configurable:

TemplateWhen Sent
InvoiceWhen a new invoice is generated
Due ReminderN days before invoice due date
Overdue ReminderOn the due date (if unpaid)
Payment ConfirmationWhen payment is received

Each template supports variables: {client_name}, {phone}, {period}, {amount}, {due_date}, {company_name}, {invoice_url}.

Invoice PDF Attachment

Enable Attach invoice PDF (wa_invoice_attach) so invoice notifications (on generate and manual send) are delivered as a PDF document + caption instead of plain text. Also choose the PDF language (invoice_locale: Indonesian or English) — this is customer-facing, separate from the admin’s UI language.

Ticket Template

When the Field Service module is active, a ticket-assignment template (wa_ticket_assign_template) and a wa_ticket_assign_notify toggle are available to notify a technician when a ticket is assigned. See Tickets & Field Service.

Session Management

WA sessions are stored in the database. If the session disconnects, reconnect by scanning the QR code again. The session will persist across server restarts.