Overview
The Invoice reminder template sends a WhatsApp message with the customer’s name and payment link when a new order is created. This helps customers who closed the payment page before paying. They can find the link again in WhatsApp. The template opens the automation builder with two steps already connected: a Commerce trigger (Order created) and a WhatsApp Cloud API action (Send a message). You review each step and save.Before you start
- Connect WhatsApp Cloud API in Integrations.
- Connect Xendit or Doku, so your orders have a payment link. See Set up payment and shipping for your bitLink.
Step 1: Open the template
You can open it in two ways:- From bitCRM: go to Automation and click Explore templates. In the Flow library, find Invoice reminder (search for “invoice”) and click it.
- From bitLink: go to bitLink > Payment & Shipping and click Set up a reminder.
Step 2: Check the trigger
- Click the Commerce node.
- Check that the trigger is Order created. The automation runs each time a new order is created.
- Click Save.
Step 3: Check the message
- Click the WhatsApp Cloud API node. The action is Send a message.
- The message is already written:
Hi {{customer.name}}, thanks for your order! We’re holding it for you. Please complete your payment here: {{order.paymentUrl}} Thank you!
- The two variables fill in by themselves for each order:
- Customer name: the customer’s name.
- Payment link: the link to the Xendit or Doku payment page.
- Change the wording if you want. Keep the Payment link variable, or the customer won’t get the link.
Step 4: Save the automation
- Click Save to close the action.
- Click Save automation in the top right of the builder.
Customize the template
- To wait before sending, add a Time delay step between the trigger and the message. See Schedule steps in an automation.
- To send only for some orders, add a condition. See Add conditions to an automation.