• Accounting Whatsapp Integrations
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  • About Module


    Nowadays WhatsApp has frequently used the application, Many communications take place on WhatsApp. Currently, in odoo, there is no feature where you can send Request for Accounting direct to WhatsApp. Our module will provide that feature. You need to just one-time login in WhatsApp after that you can send Request for Invoicing direct or manually send it to the customer, vendor, credit note and debit note WhatsApp. You can track sent messages in chatter.





    Features


    • 1) User Setting: Just tick 'right' this "Account Whatsapp Feature".
    • 2) We have 4 way to show message content.

      A) Order Information in Message - It will Display Only Order Information in Message.
      B) Order Product Detail in the message - It will display Product Name, Qty, Price, Disc in the message.
      C) Signature - It will Display signature at last in Message.
      D) Display in Chatter the Message - Easy to track send the message which is sent in whatsapp.

    • 3) We have given 2 buttons in each form.

      A) Send By WhatsApp - If you want to change anything in the message, also you can select more than one customer.
      B) Send By WhatsApp Direct - If you don't want to change anything in message. (For only one customer).

    • 4) Easy to send Invoice to more than one customer's WhatsApp in a single click.
    • 5) Easy to send credit note to more than one customer's Whatsapp in a single click.
    • 6) Easy to send bills to more than one vendor's WhatsApp in a single click.
    • 7) Easy to send a debit note to more than one vendor's Whatsapp in a single click.
    • 8) Easy to attach files (image, product brochure, price list, etc) with the message.
    • 9) Easy to logout from WhatsApp(In General Setting 'Logout').
    • 10) No special configuration required, install it, use it.
    • 11) This module saves your important time.
    • 12) It reduces human efforts.

    Versions


    • v13.0
    • v12.0
    • v11.0
    • v10.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_accounting_whatsapp’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_accounting_whatsapp’.

    7) Click on ‘Install’ to install it.

    Workflow


    User Setting: Just tick 'right' 'Account Whatsapp Feature'.

    Goto Invoice config setting and select these features.

    In the Invoicing, there is a button 'Send by Whatsapp'.

    After clicking that button this wizard will popup, where you can add more than one customer, edit the message if you want, attach more files (as per requirement) and Invoice PDF report attached default.

    After click 'Send' this QR code will popup(If you not logged in), scan this code with your WhatsApp and click 'Close and Send'.

    After that, the message and PDF send to selected customers WhatsApp.

    Track sent the message in chatter with proper format.

    Click 'Send By Whatsapp Direct', here you can not change in message or attachments. after the click, that button message and PDF will directly send to that customer.

    In WhatsApp message will delivery like that.

    In the Payments, there is a button 'Send by Whatsapp'.

    After that, the message and PDF send to selected customers WhatsApp.

    Track sent the message in chatter with proper format.

    Click 'Send By Whatsapp Direct', here you can not change in message or attachments. after the click, that button message and PDF will directly send to that customer.

    In WhatsApp message will delivery like that.

    In the Vendor Bills, there is a button 'Send by Whatsapp'.

    After click that button this wizard will popup, where you can add more than one customer, edit the message if you want, attach more files.

    After that, the message and PDF send to selected customers WhatsApp.

    Track sent the message in chatter with proper format.

    Click 'Send By Whatsapp Direct', here you can not change in message or attachments. after the click, that button message and PDF will directly send to that customer.

    In WhatsApp message will delivery like that.

    Support

    You will get free support and assistance in case of any issues