Integrations
Overview
ABBPay integrates with third-party services to extend its capabilities. The primary integration available within the App Module is WhatsApp Business for automated messaging and customer communication.
WhatsApp Business Integration
Overview
The WhatsApp integration allows businesses to send invoices, payment reminders, and automated messages to customers via WhatsApp. It supports both automatic sending through WhatsApp Business and manual WhatsApp sharing.
Accessing WhatsApp Setup
Navigate to WhatsApp Setup from the sidebar (hidden by default; enabled per account).
Setup Tabs
The WhatsApp configuration page has four tabs:
| Tab | Description |
|---|---|
| General Settings | Core WhatsApp connection settings |
| WhatsApp Info | Connected WhatsApp account details |
| Contact Fields | Configure customer contact field mappings |
| Automation Settings | Set up automated message triggers |
General Settings
Configure the WhatsApp Business connection:
| Setting | Description |
|---|---|
| Connection | Connect through the guided WhatsApp sign-up |
| Business Account | Link your Facebook Business account |
| Phone Number | Select the WhatsApp business phone number |
The guided sign-up walks you through connecting your Facebook Business account and selecting a WhatsApp-enabled phone number.
WhatsApp Info
View details about your connected WhatsApp Business account, including the registered phone number, business name, and connection status.
Contact Fields
Map ABBPay customer fields to WhatsApp contact fields to ensure customer information syncs correctly.
Automation Settings
Configure automated messaging rules:
| Feature | Description |
|---|---|
| Auto-Reply | Automatic responses to incoming messages |
| Welcome Message | Greeting sent to new contacts |
| Away Message | Response when outside business hours |
| Triggered Messages | Messages sent on specific events |
WhatsApp Chat
The WhatsApp Chat interface provides a full messaging inbox:
| Feature | Description |
|---|---|
| Contact List | View all WhatsApp conversations |
| Chat Thread | Read and reply to messages |
| Contact Info | View customer details alongside chat |
| Templates | Send pre-approved message templates |
| Filters | Filter conversations by status |
| Sorting | Sort by newest/oldest messages |
| Pagination | Load older messages |
WhatsApp Templates
Manage pre-approved WhatsApp message templates:
| Action | Description |
|---|---|
| View Templates | Browse all approved templates |
| Create Template | Design a new message template |
| Use Template | Send a template message in chat |
Templates must be approved by WhatsApp/Meta before they can be used for outbound messaging.
WhatsApp in Other Modules
WhatsApp is also available within other ABBPay modules:
- Invoices -- Send invoice links via WhatsApp
- Quotes -- Share quotes with customers
- Payment Reminders -- Send payment reminders via WhatsApp
Stripe Billing Portal
Subscription billing is handled through Stripe:
| Feature | Description |
|---|---|
| Payment Processing | Secure card payments |
| Billing Portal | Self-service portal for managing payment methods and invoices |
| Status Updates | Your subscription status updates automatically |
App Switcher (Module Navigation)
The App Switcher in the header dynamically shows only the modules the company has active subscriptions for. It builds a navigation menu of the apps available to you (Accounting, Payroll, HR, etc.).
Support Chat
Built-in live chat support provides real-time messaging with the ABBPay support team directly from the application.
| Feature | Description |
|---|---|
| Live Chat | Real-time messaging with support |
| Chat History | Previous conversations are preserved |
| Notifications | Chat notification indicator in the header |