WHATSAPP NOTIFY · BY ARCCHESTER · VERSION 1.2.1
Your documents on WhatsApp.
Your customer conversations in Dolibarr.
A professional application to send sales documents, schedule reminders and continue customer conversations from your ERP. Connected directly to Meta’s official Cloud API.
PDF attachments · Automated reminders · Customer conversations
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One-time module purchase · Lifetime access to updates and downloads
French / English interface · Arcchester support · Meta usage fees are separate
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Fewer manual steps. Clearer customer follow-up.
Your sales team sends a quote with its signature link. Billing sends the invoice and PDF. Reminders follow your due dates and replies appear on the customer record. Keep the business context of each exchange in Dolibarr.
What you can manage
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Invoices
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Send from the invoice card or automatically on validation, with an optional PDF attachment and personalised amount and reference.
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Quotes and orders
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A message template for each document type, with its own variables, language and sending options.
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Payment and signature
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Dolibarr payment links for invoices and orders; online signature links for quotes. Dynamic URL buttons supported with a suitable template.
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Payment reminders
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Steps before or after the due date, scheduled processing, outstanding amounts and manual reminders for unpaid invoices.
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Conversations
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Incoming messages, a WhatsApp tab on the third-party card, a shared inbox view and text replies from Dolibarr.
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Batch processing
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Send from invoice, quote and order lists, with a configurable batch limit and skipping of documents already sent.
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Message tracking
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Sent, delivered, read or failed status based on events received from Meta; logs, filters, counters and diagnostics.
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01 · Send documents to the right contact
The WhatsApp panel on each invoice, quote or order shows the recipient, message template, PDF and latest sending status.
Send manually or enable automatic sending on validation for each document type. Automatic messages use the final document reference; a missing PDF is generated when attachments are enabled.
Customise templates with customer, contact, document and customer references, tax-exclusive/inclusive amounts, outstanding balance, dates, due date, days overdue and your company name.
Use the third-party number or give priority to the document contact. Numbers are normalised to international E.164 format, with a configurable default country code.
02 · Make the next action easy
Include a Dolibarr online payment link in an invoice, order or reminder, and an online signature link in a quote. A suitable Meta template can display a “Pay” or “Sign” button.
Payment links use Dolibarr’s native Stripe, PayPal or Paybox modules, which must be enabled and configured. Payment and signature processing remain with the corresponding services; WhatsApp Notify sends their links.
03 · Organise your payment reminders
Choose your schedule, for example 3 days before, 7 days after and 30 days after the due date. The hourly task processes eligible outstanding invoices within your configured sending limit.
Previously attempted steps are checked to limit duplicates. A seven-day eligibility window after a step is reached avoids reminding the entire old unpaid history when the feature is enabled.
Use the manual reminder button when needed. Failed reminders are logged and are not automatically retried at the same step. Correct the cause before a new manual action.
04 · Reply from the customer record
Incoming messages are matched against third-party and contact numbers. The conversation appears in the WhatsApp tab on the third-party card.
The WhatsApp messages inbox groups conversations, places unread messages first and lets you link unknown numbers to a third party.
Send text replies within 24 hours of the customer’s latest message. Outside this window, free-form replies are blocked; an approved template is needed to contact the customer again through the module’s supported document messages.
Optionally record exchanges in the Dolibarr agenda. Outgoing replies remain available in the message log.
05 · Check your messages and templates
Template verification checks Meta for the template, language, approval, variable count, Document header and URL button, and reports configuration mismatches.
The central log covers documents, reminders and replies, with statuses, dates, recipients and Meta errors. Counters and read rate summarise the available feedback.
Diagnostics cover PHP/cURL, tables, credentials, webhook settings, templates, reminders and consent. Delivery and read statuses depend on the information actually returned by Meta.
06 · Keep control of consent
The WhatsApp consent field on the third-party record stores consent or opt-out. An optional setting restricts notifications to customers whose consent is recorded.
For identified third parties, STOP opts the customer out and blocks further sends; START allows them to opt back in. Automatic confirmation replies can be configured.
Incoming messages use a signed webhook verified with the Meta app secret. Dolibarr module permissions control access to sending and conversations.
Clear requirements before you buy
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Dolibarr
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Versions 18 to 24; this module version was tested on Dolibarr 18.0.5, 20.0.4 and 24.0.0. Invoices module required; Quotes and Orders enabled for the corresponding use cases.
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Server
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PHP 7.4 to 8.3 with cURL, outbound access to Meta and a public HTTPS Dolibarr URL for webhooks. Working scheduled tasks for automated reminders.
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Meta account
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A Meta Business account, application and number connected to WhatsApp Business Platform / Cloud API, access token and account/number IDs. App secret required for signed incoming messages.
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Messages
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Meta-approved templates in the required language. PDF attachments require a template with a Document header. Recipients need a valid WhatsApp number.
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From installation to your first exchange
- Install the ZIP from Dolibarr’s external module manager, enable WhatsApp Notify and assign user permissions.
- Connect Meta: enter your credentials, configure the HTTPS webhook and verify your templates from the module.
- Check a complete test: document sending, PDF, link, status callback and a recipient reply.
- Enable your automation: document types, consent settings, reminder steps and batch limits to suit your organisation.
Questions before buying
Is there a module subscription?
Is this an official Meta application?
WhatsApp Notify is an independent module published by Arcchester. It uses Meta’s official Cloud API; this does not imply Meta certification or affiliation.
Do I need an additional gateway?
Your Dolibarr connects directly to Meta’s API. The module does not require a subscription to an intermediary gateway.
Is the WhatsApp mobile app enough?
You need a number configured for the Cloud API and its credentials. The mobile app alone does not provide this access. Check number eligibility and configuration with Meta.
Can I send any message at any time?
Notifications use approved templates. Free-form replies are text messages within the 24-hour window. Meta’s rules, limits and approval decisions apply.
How do I upgrade an older version?
Back up your installation, then replace the module with the latest ZIP. The 1.2 upgrade adds its components on page load and preserves settings and permissions. If automatic invoice sending was enabled in 1.1, the 1.2 fix makes it operational: review that setting before validating your next invoice.
Prepare your setup with the right information
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Changelog · Release history
Documented changes, from the latest release to the initial version.
1.2.1 · 28 September 2026 · More accurate tracking
- Inbox: the latest message is selected by its actual date, preventing an old outgoing message from hiding a newer customer reply.
- Documents and reminders: corrected the label and display of the scheduled-task link.
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1.2.0 · 28 September 2026 · Documents, reminders and conversations
- Manual and automatic quote/order sending; per-document templates, configurable variables, payment and signature links, and dynamic URL buttons.
- Scheduled reminder steps, seven-day eligibility window and per-run limit; manual reminders from the invoice.
- Batch actions on invoice, quote and order lists.
- Incoming messages through signed webhooks, event deduplication, third-party conversation tab, inbox and text replies within 24 hours.
- Consent field, STOP/START, optional consent requirement and optional agenda logging.
- Meta template verification and expanded diagnostics.
- Fixed automatic invoice sending: deferred until validation completes, with the final reference and PDF generation when needed.
- Automatic upgrade of columns, hooks, menus, tab and scheduled task after ZIP replacement, preserving settings and permissions; new features require configuration.
1.1.0 · 11 September 2026 · Interface and diagnostics
- WhatsApp-styled invoice panel, sending button and sent/delivered/read checkmarks.
- Message log, counters and read rate; About page with diagnostics and message preview.
- Card-based configuration and module icon.
1.0.0 · Initial release
- Invoice sending through Meta Cloud API, message templates and PDF attachments.
- Status webhook with signature verification, international phone-number normalisation and French/English interface.