Answer AutoCount Invoice Questions on WhatsApp

Yes. AeroChat works directly with AutoCount Accounting. When a customer asks about an invoice or needs a copy, AeroChat finds their sales invoice in AutoCount, replies with the number, date, total and amount outstanding, and sends a printed copy made with your own invoice template, in the same chat.

This recipe answers “can you resend invoice IV-10231?” and “how much was my last invoice?” from AutoCount itself, so your accounts team stops searching and exporting files for every request. Part of connecting AutoCount Accounting to WhatsApp and AI chat.

What happens today

A customer’s finance team asks for a copy of last month’s invoices so they can pay. Someone opens AutoCount, searches by customer, prints each invoice to PDF and sends them one by one. Requests arrive at month end, when your accounts team is busiest.

The flow that works

The customer asks about an invoice, or for a copy.
AeroChat confirms who they are by their account number or the email on their account.
It finds their sales invoices in AutoCount, by invoice number or by date.
It replies with the invoice number, date, total and the amount still outstanding.
If they want a copy, it prints the invoice with your invoice template and sends the file in the chat.
If they question an amount on the invoice, it hands the conversation to your accounts team with the invoice number.

What it looks like on WhatsApp

Customer: Hi, this is Mei from Lim Trading, account 300-L001. Can you send me the October invoices? (example)

AeroChat: Hi Mei. There are two invoices for Lim Trading in October: IV-10231 on 8 October for RM 2,100, and IV-10288 on 24 October for RM 1,380. Both are still outstanding. Here are the copies.

AeroChat: [IV-10231.pdf] [IV-10288.pdf]

In AutoCount: nothing changes. AeroChat read the invoices on account 300-L001 and printed them with your invoice template.

The recipe

Copy this into AeroChat

When a customer asks about an invoice or wants a copy, follow these steps.

Confirm who they are. Ask for their account number, or match the email they write from to the email on their debtor account in AutoCount.

Find their sales invoices in AutoCount, by the invoice number they give or by the date range they ask for.

Reply with each invoice number, date, total and the amount still outstanding.

If they ask for a copy, print the invoice with our standard invoice template and send the file in the chat.

If they want to pay, give the outstanding amount and our bank details from the knowledge base.

If they say an amount is wrong, hand the conversation to our accounts team with the invoice number and what they said.

Never share invoices from another customer’s account. Reply in the customer’s language.

Name the invoice template you want AeroChat to print with before you paste it.

What to connect

AutoCount Accounting. Install the AOTG Client on the computer that hosts your AutoCount server and activate your account book on AOTG. Then copy the API key from the AOTG Subscription page and paste it in, with your AOTG login, when AeroChat asks.
Your payment details. Add your bank details and payment terms to the AeroChat knowledge base.

AOTG’s API reads sales invoices with their total and outstanding amount, and prints them with the report templates in your account book.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect AutoCount, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from AutoCount’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

How AeroChat confirms who the customer is before sharing invoices.
Which invoice template it prints with.
Who handles questions about amounts and credit notes.

The result to expect

Customers get invoice details and copies in the chat at any hour, and your accounts team only handles the disputed ones.

Measure it with your own numbers: invoice copy requests handled by hand per month, and how many days customers take to pay after asking for an invoice.

Collect the payment in the same chat: Airwallex is built into AeroChat for payment links. See how it works.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, Telegram, the chat on your website and email, with the same AutoCount connection behind it. See what each channel does on the AutoCount integration page.

Send your first AutoCount invoice in chat

Paste the recipe, add your AOTG API key, and ask your own number for a copy of a recent invoice.

Start your 7-day free trial. No credit card needed.

Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect AutoCount for you, free. See plans.

On Shopify? Install AeroChat from the Shopify App Store.