The client wanted invoice details to be shared with customers automatically instead of sending them manually every time an invoice was created. The client wanted customers and vendors to receive payment notifications automatically whenever a payment was recorded in the system. The client wanted overdue payment reminders to be sent automatically so that the finance team did not have to follow up manually with customers. The client wanted vendors to receive purchase-related updates automatically whenever a vendor bill was created. The client wanted customers to receive the Vendor Portal access link along with catalogue communication so they could access relevant information without requesting it separately.

We implemented WhatsApp communication automation in Zoho Books to automatically send invoice notifications to customers when invoices are created. We configured automated payment notifications for both customers and vendors whenever payment transactions are recorded in the system. We implemented automated overdue payment reminder workflows to ensure customers receive timely reminders without manual intervention from the finance team. We automated vendor communication by sending purchase-related updates directly through WhatsApp whenever vendor bills are created. We enhanced the catalogue-sharing process by automatically attaching the Vendor Portal access link, providing customers with direct access to relevant information from the same communication channel.