Create SQL Account Sales Invoices from WhatsApp Orders

By Alva Chew 5 min read Updated November 11, 2026

Yes. AeroChat works directly with SQL Account. A customer confirms an order in chat, and AeroChat creates the sales invoice in SQL Account with the items agreed and sends the invoice PDF back in the conversation.

This recipe turns an order typed or spoken in chat into a sales invoice in SQL Account, and answers requests for invoice copies from the same connection. Part of connecting SQL Account to WhatsApp and AI chat.

What happens today

A regular buyer sends an order on WhatsApp late in the evening. The next morning someone reads it, works out which item codes they meant, keys the invoice into SQL Account, exports the PDF and sends it back. If the message was a voice note or used a nickname for a product, there is a round of questions first. The buyer waits half a day for a document that takes a minute to create.

The flow that works

  1. The customer sends their order in chat.
  2. AeroChat matches each product to a stock item in SQL Account by its code or description, and asks if anything is unclear.
  3. It reads back the items, quantities, prices and total, and asks the customer to confirm.
  4. Once they confirm, it creates the sales invoice in SQL Account for that customer.
  5. It downloads the invoice PDF from SQL Account and sends it in the chat with the invoice number.

What it looks like on WhatsApp

Customer: Boss, 10 boxes A4 paper and 5 boxes of the blue pens please. (example)

AeroChat: Got it. 10 x A4 copier paper box (PP-A4) at RM 95.00 and 5 x blue ballpoint pen box (PN-BL) at RM 22.00. That’s RM 1,060.00 in total, billed to Syarikat Ceria Enterprise. Shall I issue the invoice?

Customer: Ok go.

AeroChat: Invoice IV-01133 is attached. Thank you for the order.

In SQL Account: a new sales invoice IV-01133 with two lines, PP-A4 and PN-BL, is created for the customer.

The recipe

Copy this into AeroChat

When a customer places an order in chat, follow these steps.

  1. Find the customer in SQL Account. If they are new, ask for their company name, billing address, contact person, phone number and email, read them back, and create the customer.
  2. Match each product they name to a stock item in SQL Account by its code or description. If more than one item could match, list them and ask which one.
  3. Read back every item with its quantity, unit price and amount, and the total. Ask the customer to confirm.
  4. Once they confirm, create a sales invoice in SQL Account for that customer with those lines.
  5. Download the invoice PDF and send it in the chat with the invoice number and total.
  6. If the customer later asks for a copy of any invoice, find it by its document number, check the customer matches, and send the PDF.
  7. If they ask for a discount, credit terms or a change to an invoice already issued, hand the conversation to our accounts team with the details.

Never change or delete an invoice. Never share an invoice with someone who does not match the customer on it. Reply in the customer’s language.

Add your price rules and minimum order quantities to your knowledge base before you paste it.

What to connect

  • SQL Account. In Maintain User, create a dedicated user for the API, then generate an API Secret Key for it. Copy the Access Key and the Secret Key, which SQL Account shows only once, and paste them in when AeroChat asks. The API needs SQL Account version 5.2025.1038.875 or later, as of November 2026.
  • Your knowledge base. Add your prices, minimum quantities, delivery days and payment terms so the replies match how you sell.

If SQL Account runs on your own server, install the API service from the SQL Account logon screen and set up port forwarding as SQL’s on-premise guide describes. Click Test Connection in SQL Account before you switch the workflow on.

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

  • Which customers can order straight to an invoice, and which need your team to approve first.
  • The prices and minimum quantities written in your knowledge base.
  • Who handles discounts, credit terms and corrections.

The result to expect

Customers get their invoice in the same chat they ordered in, at any hour. Your team stops retyping orders from messages and only steps in for discounts, credit and corrections.

Measure it with your own numbers: orders invoiced from chat per month, and the time from order message to invoice sent, for a month before and after.

Next: see every SQL Account workflow, or how B2B reorders on WhatsApp work.

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 SQL Account connection behind it. See what each channel does on the SQL Account integration page.

Invoice chat orders in SQL Account

Paste the recipe, add your SQL Account API keys, and send your own number a test order for one item.

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On Shopify? Install AeroChat from the Shopify App Store.