Sending ERPNext invoices via WhatsApp with PDF attached — built a Frappe app for this

ERPNext
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1

Like many of you, I kept hearing the same frustration from ERPNext users:

  • “Customer says they never got the invoice.”
  • “Salesperson forgot to send the quotation.”
  • “Payment is stuck because they want another copy.”

The issue isn’t ERPNext. It’s the manual gap between ERPNext and WhatsApp — where every business
actually communicates with customers.

So I built a Frappe app that closes that gap.

What it does:

  • Adds a “Send via WhatsApp” button on Sales Invoice, Quotation and Delivery Note
  • Auto-fills customer name, invoice number, amount
  • Attaches the actual invoice PDF
  • Customer receives it on WhatsApp in seconds

Demo (2 minutes):

Send ERPNext Invoices via WhatsApp in One Click (with PDF attached)

Stack:

  • Frappe v16 / ERPNext v16
  • Meta WhatsApp Cloud API

Happy to answer technical questions here.

Want this on your ERPNext site:

5 Likes
2

Hello,

Can you tell which version (Frappe WhatsApp) is in use for the demo video

3

Hi. The demo uses a custom Frappe app I built
from scratch, not based on Frappe WhatsApp
or WhatOmate. Direct Meta Cloud API integration
via Python, installed as a standalone app on
ERPNext v16 (Frappe Framework v16).

Happy to share more details or do a quick demo
call if you’re evaluating for your setup.

1 Like
4

I want to incorporate this in my current system. How to do the same?

5

Hi Yash, glad you reached out! We are already in touch over email and have a call scheduled, we will take it forward from there.

This is a custom Frappe app built from scratch, not based on Frappe WhatsApp or WhatOmate. Direct Meta Cloud API integration, installed as a standalone app on ERPNext v16 / Frappe Framework v16.

For anyone else interested, we have packaged this into three tiers based on friction level and budget:

  1. Basic : wa.me link, opens WhatsApp Web with message pre-filled, user clicks Send. Zero API setup needed.

  2. Third-Party Integration : Direct send via AiSensy, Interakt or WATI. PDF auto-attached, no manual clicking.

  3. Meta API : Fully automated, enterprise grade, direct Meta integration with your own verified WhatsApp Business number.

Feel free to reach out if you’re evaluating for your setup, happy to help!

1 Like
6

Hi..do you have any option to create a customer in CRM form whatsapp message. If a customer send a Hi message I want to create a new customer with that whatsapp number in erpnext crm.

7

Hi. Great requirement, this is essentially inbound WhatsApp lead capture, where an incoming message automatically creates a Lead or Customer in ERPNext CRM.

This is not part of the current demo, but it is absolutely buildable as an add-on feature using the Meta WhatsApp Business API webhook.

Here’s how it would work:

  • Customer sends a WhatsApp message to your business number
  • Meta webhook fires to your ERPNext instance
  • App checks if the number exists in CRM
  • If not, auto-creates a Lead with the WhatsApp number, name (if available), and message content
  • Your team gets notified inside ERPNext

If this is something you need, feel free to reach out, happy to discuss!

8

Yes I am interested.

9

Hi. Glad to hear that!

To build this correctly for your setup, I have a few quick questions:

  1. Are you on Frappe Cloud or self-hosted?
  2. Which ERPNext version are you on?
  3. Do you already have a WhatsApp Business API account (Meta) or are you using the regular WhatsApp Business App?

Feel free to reach out directly at [email protected] and we can take it forward from there!