Your invoices, delivered where they get paid.

01How the connection works

1. You authorise it inside your accounting software, through its official "connect an app" screen. No passwords are shared with us, and you can disconnect at any time from the same place.
2. We watch for changes using the software's own notifications where it offers them, or a regular check where it doesn't: new approved invoices, payments, contact changes.
3. We match contacts to phone numbers and emails, so the right customer gets the right invoice and your team sees their balance when they message.
4. We act on your rules: send the invoice, schedule reminders, record a payment, send a thank-you, stop everything when it's paid.

02Supported software

Using something else, or your own billing system? If it has an API, we can connect it. Desktop-only software can often be connected through its cloud sync.

03Exactly what we read and write

• Read: contacts (name, company, phone, email), approved invoices (number, amount, due date, status, the PDF and the online payment link), payments against invoices, and balances.
• Write (only if you switch it on): payments recorded against the invoice when a customer pays through your payment link, and a note or history entry that the invoice was sent and read.
• Never: journals, bank transactions, payroll, tax settings, or anything you haven't switched on. Every write is logged with what changed and why.

04Invoice delivery

1. An invoice is approved in your accounting software.
2. Within minutes the customer receives it on WhatsApp: a short message, the invoice PDF in the chat, and a Pay now button.
3. If the customer hasn't opted in to WhatsApp, or WhatsApp can't deliver, it goes by email as it does today (and by SMS if you choose).
4. Delivered and read receipts are recorded, so your team knows the invoice was seen.

05Reminder ladders

You set the schedule and the wording once. A typical ladder:

• Stops instantly when the payment is recorded, whichever way they pay.
• Exclusions: disputed invoices, payment plans and customers you mark "do not chase" are skipped.
• Replies like "paid yesterday" or "can I pay next week?" go to your team in Slack.

06Payments and reconciliation

• Pay now uses your accounting software's own online payment link, or your payment provider (such as Stripe or Square) with card, Apple Pay and Google Pay.
• Card details are entered on the payment provider's secure page. They never touch our platform.
• When the payment succeeds, it's recorded against the invoice in your accounting software, ready to reconcile. Fees are handled the way your bookkeeper prefers.
• The customer gets a thank-you with a receipt; the reminders stop.

07Self-service for your customers

• "statement" returns their latest statement as a PDF.
• "invoice 1042" returns a copy of that invoice.
• "balance" returns what's owing and what's due when.
• Anything else goes to your team, with the customer's balance on their card.

08Security and permissions

• Connections use each package's official authorisation. Disconnecting is one click in your accounting software.
• Access tokens are encrypted, bound to your business, never shown or logged.
• Only the permissions the features need are requested.
• Your data is kept separate from every other business on our platform.
• An audit log records every invoice sent, reminder scheduled and payment recorded.