WhatsApp/SMS Order & Invoice Notifier

Gateway & templates

• One WhatsApp Business API provider + one SMS gateway
• Meta Cloud API, Twilio, or Generic REST adapters
• Per-event channel: WhatsApp, SMS, or both
• Editable message templates with sensible defaults
• Global default template, per-company override
• Multi-company gateway & template configuration

Automatic triggers

• Sales order confirmed
• Delivery shipped (outgoing pickings only)
• Invoice posted
• Payment received (fully paid only)
• Invoice overdue -- fires once, never repeats
• Placeholders: partner, order/invoice ref, amount, due date, payment link

Reliability & visibility

• A notification failure never blocks the transaction
• E.164 phone validation with a visible warning badge
• Full delivery log: status, channel, recipient, gateway response
• Chatter entry on the source record for every attempt
• One-click resend from the log or the source record
• Duplicate-trigger and overdue-once guards

What's included

Gateway configuration for WhatsApp and SMS

Five pre-filled, editable event templates

Delivery log with search, filters and resend

Smart button + warning badge on order/invoice/delivery

Daily cron for overdue invoice detection

Adapter pattern: Meta Cloud API / Twilio / Generic REST

Non-blocking dispatch, safe by design and by test

Automated test suite covering every trigger and edge case

Dependencies

Screenshots

1. Configure a gateway

2. Five events, ready out of the box

3. Editable templates with placeholder tokens

4. Missing phone numbers are flagged, never silently dropped

5. Nothing extra to click -- confirm the order as usual

6. Every attempt logged straight to the chatter

7. Delivery log filtered to the record you're looking at

8. Full detail on every attempt, with one-click resend

9. Resend creates a fresh entry -- the original stays untouched

10. Delivery shipped -- notified automatically

11. Payment received -- the customer hears about it immediately

12. One log, the whole order-to-cash journey