How to Connect Qoyod or Daftra to WhatsApp: Send Invoices and Payment Reminders Automatically
Connect Qoyod and Daftra to WhatsApp: send invoices, reminders before and after the due date, and receipts via Zapier or the API, with ready templates.
Qoyod and Daftra both have an API and a Zapier app. You use a "new invoice" or "new payment" event to send a WhatsApp template with the invoice link, and schedule reminders before and after the due date. Any template containing an invoice or payment reminder is a utility template, not marketing.
01What should you send from your accounting software?
| Accounting event | WhatsApp message | Template category | Timing |
|---|---|---|---|
| New invoice | The invoice and its link or a PDF | Utility | Immediately |
| Before the due date | A gentle reminder of the date | Utility | 3 days before |
| On the due date | A reminder with the payment method | Utility | That morning |
| When overdue | A polite follow-up | Utility | After 3 and 7 days |
| New payment | Receipt and thank-you | Utility | Immediately |
| Quotation | The quotation for review | Utility | Immediately |
02Ways to connect Qoyod and Daftra
- The built-in option: Qoyod and Daftra both mention in their help centers that invoices can be sent via WhatsApp, and Qoyod has a WhatsApp integration in its integrations marketplace. Check whether sending is manual from a staff member's phone or automatic via the WhatsApp API.
- The API: Qoyod provides an API for invoices, customers and payments to subscribers on paid plans, with the key created from General Settings. Daftra also has an API.
- Zapier: Daftra has a Zapier app with triggers such as "Invoice created" and "Invoice payment created". Qoyod allows a Zapier connection from Settings, then Electronic Integration, on specific plans.
According to the Qoyod knowledge base as of September 2026: the Zapier integration is available on the Pro and Advanced plans and requires the user to have electronic integration permission.
Ask the Modeer 360 team about connecting Qoyod or Daftra, and about how to send the invoice PDF inside the template.
03Setup steps
- Set up the official WhatsApp API under your company's name.
- Make sure the customer's mobile number is saved in their accounting record in international format.
- Get connected: an API key from the software's settings, or a Zapier connection from the integration settings.
- Choose the trigger: new invoice and new payment.
- For reminders: a daily schedule that reads unpaid invoices and compares their due dates.
- Map the fields: customer name, invoice number, amount, due date, invoice link.
- Get the templates approved in the utility category and test with an internal customer.
Stop the reminders as soon as the payment is recorded. A reminder after payment damages your relationship with the customer more than no reminder at all.
04Ready-made templates for invoicing and collections
05Common mistakes
- A marketing template for the invoice: invoices and reminders are utility, and adding a promotion changes the category.
- A harsh tone in reminders: a polite message with an "Already paid" option collects more.
- The accountant's personal number: financial conversations must stay on the company's number and in its records.
- No payment link: add a payment link to the template to shorten the path to payment.
06The customer replies: what next?
In Modeer 360, customer replies to invoices land in the inbox, financial inquiries are assigned to the accountant automatically with tags, and the AI agent answers repeat questions such as payment methods and account numbers. Calls with the customer are linked to their profile in the cloud call center.
Key takeaways
- Qoyod and Daftra both have an API and a Zapier app.
- Invoices and reminders are utility templates, not marketing.
- Stop reminders automatically when the payment is recorded.
- A payment link inside the message speeds up collection.
Frequently asked questions
Does Qoyod support Zapier on all plans?
According to the Qoyod knowledge base as of September 2026, the integration is available on the Pro and Advanced plans only.
Can I send the invoice as a PDF?
WhatsApp templates support a document header, or you can put the invoice link in the text.
Is Modeer 360 integrated with Qoyod or Daftra?
Ask the Modeer 360 team about connecting your accounting software.
Are payment reminders considered spam?
No, as long as they relate to a real invoice for the customer, are sent in reasonable numbers and use a polite tone.
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- #Daftra WhatsApp
- #send invoices on WhatsApp
- #payment reminders