Send PayPal Invoices from WhatsApp
This recipe turns an order, quote or booking agreed in chat into a PayPal invoice, and sends the link to pay in the same conversation. Part of connecting PayPal to WhatsApp and AI chat.
What happens today
A customer agrees an order on WhatsApp and asks how to pay. Someone opens PayPal, types in the customer’s email, the items and the amounts, sends the invoice and then messages the customer to check their inbox. Some invoices go out with the wrong amount, some customers never find the email, and the order waits until someone notices.
The flow that works
- AeroChat confirms the items, quantities and total with the customer.
- It asks for the email to put on the invoice, if it does not have one.
- It creates the PayPal invoice with the items and a due date, and sends it.
- It shares the payment link and the invoice number in the chat.
- When the customer asks later, it checks the invoice and confirms the order once it is paid.
The recipe
Copy this into AeroChat
When a customer confirms an order or accepts a quote, follow these steps.
- Read back the items, quantities, prices and total, and ask the customer to confirm.
- If we do not have their email, ask: “Which email should I put on your PayPal invoice?”
- Create a PayPal invoice addressed to that email with each item as a line, our delivery fee of US$8 (example) as a separate line, and a due date of 3 days from today (example). Put the order reference in the invoice note.
- Send the invoice, then share the payment link in the chat with the invoice number and the total.
- If they come back to say they have paid, check the invoice in PayPal. If it is paid, confirm the order and tell them the delivery date. If it is not, tell them it is still open and share the link again.
- If they want to change the order after the invoice is sent, cancel the open invoice and create a new one with the changes.
Never ask for card details in the chat. Reply in the customer’s language.
Change the fees, due date and wording to your own before you paste it.
What to connect
- PayPal. In the PayPal Developer Dashboard, create a REST app for AeroChat under Apps and Credentials and copy its client ID and secret. Paste them in when AeroChat asks. Start with a Sandbox app to test.
- Your price list. Upload your products or services and prices to AeroChat so the invoice lines match what you sell.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect PayPal, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from PayPal’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- What goes on the invoice: items, fees, tax and notes.
- The due date, and whether you take part payments.
- Who handles changes, refunds and disputes.
The result to expect
Orders agreed in chat get an accurate PayPal invoice straight away, and the customer has the link in the conversation they are already in. Fewer orders stall between “yes” and payment, and nobody retypes amounts into PayPal.
Measure it with your own numbers: time from order to payment, and invoices paid within the due date, for a month before and after.
Next: answer payment questions from PayPal.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same PayPal connection behind it. See what each channel does on the PayPal integration page.
Send your first PayPal invoice from chat
Paste the recipe, add your PayPal Sandbox credentials, and place an order from your own number.
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On Shopify? Install AeroChat from the Shopify App Store.