Tell Customers Their AutoCount Outstanding Balance on WhatsApp

Yes. AeroChat works directly with AutoCount Accounting. When a customer asks how much they owe, AeroChat reads their debtor account and outstanding invoices in AutoCount through the AOTG API, and replies with the total and each invoice that makes it up, in the same chat.

This recipe answers “what’s my balance?” for trade customers on credit terms, from AutoCount’s own figures. It also helps your team collect, because the customer gets the amount and how to pay in one message. Part of connecting AutoCount Accounting to WhatsApp and AI chat.

What happens today

A customer asks what they still owe before they pay or before they place the next order. Someone in accounts opens AutoCount, runs the customer’s outstanding list and types it into WhatsApp. When accounts is busy, the customer waits, and the payment waits with them.

The flow that works

The customer asks what they owe.
AeroChat confirms who they are by their account number or the email on their account.
It reads their debtor account in AutoCount for the total outstanding.
It reads their outstanding invoices, with each invoice number, date and amount due.
It replies with the total and the list, and adds your bank details for payment.
If the customer disputes an amount, or asks for more credit, it hands the conversation to your accounts team.

What it looks like on WhatsApp

Customer: Can you tell me our outstanding? Account 300-K015. We want to clear it this week. (example)

AeroChat: Your account shows RM 5,260 outstanding: IV-10190 from 30 September for RM 1,840, IV-10247 from 14 October for RM 2,060, and IV-10301 from 28 October for RM 1,360. You can pay by bank transfer to the account below. Please use your account number as the reference.

Customer: Thanks, will transfer tomorrow.

In AutoCount: nothing changes. AeroChat read the debtor account and its outstanding invoices.

The recipe

Copy this into AeroChat

When a customer asks what they owe, 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.

Read their debtor account in AutoCount for the total outstanding.

Read their outstanding invoices and list each invoice number, date and amount due, oldest first.

Add our bank details and ask them to use their account number as the payment reference.

If they ask for an invoice copy, print it with our standard invoice template and send it.

If they say an amount is wrong, or ask for more time or a higher credit limit, hand the conversation to our accounts team with the details.

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

Change the payment instructions to yours 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.

The AOTG API returns the outstanding amount and credit limit on a debtor account, and the list of outstanding sales invoices for a debtor.

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 balances.
Whether it mentions the credit limit.
Who handles disputes and requests for more credit.

The result to expect

Customers get their balance in seconds and the details they need to pay, and your accounts team spends its time on disputes, not lookups.

Measure it with your own numbers: balance requests handled by hand per month, and days from a balance request to payment.

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.

Answer balance questions from AutoCount

Paste the recipe, add your AOTG API key, and ask your own number for a test customer’s outstanding balance.

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On Shopify? Install AeroChat from the Shopify App Store.