Tip #12 : Sending Transaction-based Messages Through WhatsApp

Tip #12 : Sending Transaction-based Messages Through WhatsApp



Hello Everyone,

We've been sharing tips and tricks every week to help you handle specific business scenarios with ease. Go ahead and check out last week's post about calculating commissions for salespersons, in case you missed it.

For this week, we'll be looking at sending your customers transaction-based messages, such as invoice links and payment reminders through WhatsApp.

How would this help you?

Keeping your customers informed about their upcoming renewals and overdue invoices plays a key part in getting paid on time. This, in turn, prevents your customers from facing service disruptions because of forgotten or late payments.

Apart from email and SMS notifications that can be sent from Zoho Subscriptions, you can now keep your customers informed through an additional channel--WhatsApp.

How It Works

For this trick, we'll be using a custom function that can take advantage of WhatsApp's Click to Chat feature, which lets you send messages without having to save a number on your phone's address book. This custom function can be used with any WhatsApp account, and doesn't require a WhatsApp Business account to function.

See an overdue invoice or upcoming renewals for one of your customers? Simply click the custom button from the invoice or subscription details page to open WhatsApp Web in a new tab with your customer's chat screen. On this tab, a message with your customer's details and an invoice link will be automatically filled in the text box. All you have to do is hit send to notify your customer instantly.

Setting It Up

To set up this custom button for invoices:
  • Go to Settings > Preferences > Invoices.
  • Click New Custom Button on the top right.
  • Enter a name for the custom button, such as "Remind via WhatsApp".
  • Copy the function, which can be found on GitHub, in the Deluge script editor (The message content can be changed with the Deluge script to suit your needs).
  • Click Save.
Now, this custom button can be accessed from the invoice details page by clicking More > More Actions > Remind via WhatsApp.

Note: The same custom function can be used for the Subscriptions module by making small changes to the Deluge script and the message content.

We hope you've found this week's post useful. Try it out for yourself and let us know what you think about it. Also, feel free to suggest more business scenarios that you'd like to see us cover in the comments below. We're always open to suggestions!

Cheers,
Sasidaran K
The Zoho Subscriptions Team

    • Sticky Posts

    • Tip #4 : Refer and Earn Workflow system for your Subscription Business

      Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

    • Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

      Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's

    • Tip #3 : Send SMS Reminders for your Subscription Business

      Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

    • Tips And Tricks - Announcement

      Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

    • Tip #6 : Accessing external URLs from Zoho Subscriptions

      Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

    • Recent Topics

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Print / Export full Dashboard page

      Hello Zoho team, It is currently only possible to print/export one component of a dashboard at a time. Requesting the option to print/export a full dashboard page with all components to a pdf or picture. Doing through the browser doesn't give good results.

    • emails duplicated in my outlook client

      Hello I am just new here and I have a litle problem that I do not find how to solve. I sumarise here after. Your help would be very appreciated. I have just recently contracted this zoho mail servicesservices as an initial evaluation yesterday night. I then:   - opened a free account  - created 1 initial email address ..........@domain.com  - created a second email address ..........@domain.com - proceeded with the config instructions (checking the ownership of my domain, changing MX etc... ) as

    • How to check task starting time in zoho mobile app?

      I am using the Zoho mobile app on my iPhone, and I am not able to see the task's starting and finishing times. When opening the Task information / Details, I can only see the Task start date and due date, but not the time. Is there any way to check a

    • Creating an extension in Sigma: Zoho CRM isn't selectable as a service

      I have 2 Zoho accounts which are part of 2 different workplaces. One workplace is able to select 'Zoho CRM' as a service option when creating a new extension, the other one is not. I'm not sure what the exact differences are between them. What do I need

    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Knowledgebase SEO

      We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search

    • VLOOKUP FUNCTION PROBLEM

         Hello, i have a problem with the VLOOKUP  function in my sheet http://public.sheet.zoho.com/public/tonimoreno/indicemasacorporal2 in cell D2. This function doesn't work correctly and always returns the last content of the range. Can you help me?

    • RouteIQ for Zoho FSM

      Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

    • Export Tickets from the Help Center

      Hello everyone! We are now allowing end users to export tickets directly from the help center. The ticket export allows users to: Filter tickets by Department, Priority, and Account before exporting. Download files from Export History (Setup > Data administration

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

    • Is it possible to remove filtering options?

      My CRM has a lot of custom fields that should not be used in filters or views. Fields that are automated and exist only to store temporary values that get used in functions. These create a lot of noise in the list of fields to filter. Isn't there any

    • Function #18: Associate invoice templates automatically based on customer language

      For businesses dealing with a diverse linguistic clientele, it becomes crucial to send out invoices in the customer's preferred language to ensure effective communication. This requirement can be handled in Zoho Books by creating invoice templates in

    • Changing field types

      Question im a Zoho CRM user and curious, if I change a flied type from single or multi line text to a URL field type will i lose the data in the field or will it be converted to website link automatically. Thanks

    • Quote PDF – Header image stopped rendering suddenly

      Hello Zoho Support Team, We are facing an issue with Quote PDF templates in Zoho Books. Previously, images added inside the Quote header HTML were rendering correctly. However, recently the header image is no longer appearing, while header text still

    • Changing Default PDF Name

      Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

    • Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.

      Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions.  Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables

    • Removing "Products" as mandatory field from Sales Order creation page

      Hello, friends According to our workflow, we should: 1) create Sales Order (Stage "New") 2) call and discuss the Products with a customer (Stage "Communication") 3) add the Products to the Sales Order during the call However, "Products" is mandatory to

    • Function #48: Manage fixed installment payments using Zoho Books

      Hello everyone, and welcome back to our series! Businesses offer installment payment options to their customers, particularly for expensive purchases, to ease the financial burden on them. By breaking down the total cost into smaller, more manageable

    • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

      As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

    • Spotlight series #6: The Show app for Android TV has a new look!

      Hello everyone! We are delighted to introduce our revamped and redesigned Show app for Android TV.  Smart TVs are exploding in popularity. Android TV alone has over 110 million active monthly devices. Zoho Show, as part of a constant effort to improve

    • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

      In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why

    • WorkDrive for Excel Add on

      Dear Sir/Madam Have installed Workdrive for Microsoft add on But unable to view the same added in Excel

    • Zoho Books integration sync from Zoho CRM does not work

      Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names

    • Appraisals - Order of Previous Reviews Should Be Newest to Oldest

      The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.

    • Referencing a cell from another sheet

      My workbook has multiple sheets. Each sheet has some calcluated totals in certain cells. The front master sheet has a list of everything that is detailed on the other sheets, with the totals. These could change at any time, so the totals need to be references to the other cell's value, not a fixed number. So on the master sheet, I put in =, then go the other sheet and choose the cell and hit Enter. In regular Excel, this works. But in the Zoho sheet, it doesn't work. I have to edit the result by

    • auto close automated alert tickets which are similar

      Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolves

    • Paging through API results. a major gap in your documentation.

      There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention

    • Recurring invoices were generated with old template...

      I have recurring invoices setup. Ones generated on 10.20.2025 used the modified template I had used. But for some reason, on the ones created on 11/20/2025, it seems the invoices created reverted to the previous version of the invoice template. Notably,

    • How do people handle using Outlook and Zoho Project calendar at the same time?

      We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.

    • Please, make writer into a content creation tool

      I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

    • How do I associate pricebooks to a customer?

      I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

    • Write-Off multiple invoices and tax calculation

      Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

    • Leave Report Emailed Weekly

      I am wondering if someone knows how to have a report generated either weekly or monthly or both for department heads and ownership of upcoming employee leave. For instance, it would be nice to get an emailed report on Friday for the upcoming week of who

    • Zoho desk desktop application

      does zoho desk has a destop applicaion?

    • Tip #54- Exploring the Files Icon in Zoho Assist- 'Insider Insights'

      As we’re already in mid-December, it’s a good time to take a closer look at one of the most useful options in the Zoho Assist remote support dashboard—the Files icon. To get started, log in to Zoho Assist using your credentials. Once you’re in, navigate

    • Tip#47: Estimation planner

      Sprint planning becomes easier, smoother, more collaborative and more accurate with the Estimation Planner extension. Most work items involve multiple users, and each user's role and effort vary. To provide an unbiased and fair estimation point to the

    • Painfully Slow Zoho mail

      Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and

    • Next Page