Answer Bukku Invoice Status Questions on WhatsApp
Yes. AeroChat works directly with Bukku. When a customer asks whether an invoice is paid or how much they still owe, AeroChat finds their invoices in Bukku and replies with each invoice number, total and balance due, in the same chat.
This recipe answers “did you get my payment?” and “what’s outstanding?” from Bukku’s own figures, so your accounts team stops checking balances one message at a time. Part of connecting Bukku to WhatsApp and AI chat.
What happens today
A customer transfers money and asks whether you received it. Another asks for their outstanding amount before month end. Someone logs in to Bukku, finds the contact and reads each invoice balance. If the payment has not been recorded yet, the customer gets a confusing answer.
The flow that works
- The customer asks about an invoice or their balance.
- AeroChat confirms who they are by the email or phone number on their Bukku contact.
- It finds their sales invoices in Bukku, by invoice number or all open ones.
- It replies with each invoice number, date, total and balance due. A balance of zero means paid.
- If the customer says they paid but the invoice still shows a balance, it collects the payment date and reference for your accounts team.
- If they want a copy, it sends the invoice link from Bukku.
What it looks like on WhatsApp
Customer: We transferred for IV-00498 yesterday. Can you confirm? (example)
AeroChat: Invoice IV-00498 for RM 1,260 still shows RM 1,260 due in our records, so the payment has not been matched yet. Could you send the transfer reference and the date? I’ll pass it to our accounts team to match today.
Customer: Ref 88213409, transferred 10 Nov.
AeroChat: Thank you. Our accounts team will match it and confirm here.
In Bukku: nothing changes. AeroChat read invoice IV-00498 and its balance due.
The recipe
Copy this into AeroChat
When a customer asks whether an invoice is paid or what they owe, follow these steps.
- Confirm who they are by matching the email or phone number they use to their contact in Bukku. If there is no match, ask for their company name and invoice number.
- Find their sales invoices in Bukku. If they give an invoice number, read that one. If they ask what they owe, read all invoices with a balance due.
- For each invoice, give the number, date, total and balance due. If the balance is zero, confirm it is paid.
- If they say they paid but the balance is still due, ask for the payment date, amount and reference, and hand the conversation to our accounts team with those details.
- If they ask for a copy, send the invoice link from Bukku.
Never share another customer’s invoices. Reply in the customer’s language.
Change step 4 if you want AeroChat to send a payment link for the balance instead.
What to connect
- Bukku. In Bukku, go to Control Panel, then Integrations, turn on API Access and click Save to get your access token. Paste it in with your Bukku subdomain when AeroChat asks.
- Your payment details. Add your bank details and payment terms to the AeroChat knowledge base.
Bukku’s API returns each sales invoice with its total, balance due, status and link, and lets AeroChat search invoices by contact, date and status.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Bukku, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Bukku’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 balances.
- Whether an unpaid balance gets a payment link or bank details.
- Who matches payments that are not in Bukku yet.
The result to expect
Customers know straight away whether their invoice is paid and what is outstanding, and your accounts team only handles payments that need matching.
Measure it with your own numbers: invoice and balance questions handled by hand per month, and days from invoice to payment.
Collect the balance in the same chat: Airwallex is built into AeroChat for payment links. See how it works.
See also: send Bukku invoices in chat and payment reminders on WhatsApp.
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 Bukku connection behind it. See what each channel does on the Bukku integration page.
Answer invoice questions from Bukku
Paste the recipe, add your Bukku access token, and ask your own number whether a test invoice is paid.
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