Odoo App · WhatsApp & Messaging
WhatsApp Invoice in Discuss
Send invoices over WhatsApp from the Discuss tab — view, edit, and dispatch with one click.
Overview
WhatsApp Invoice in Discuss connects Odoo Invoicing to Meta's WhatsApp Cloud API, then surfaces every invoice for the current WhatsApp contact inside the Discuss conversation. Accounts-receivable teams stop bouncing between modules to send a copy of an invoice or chase payment.
Built by TechUltra Solutions, the module adds an Invoice tab to the Discuss menu. From that tab finance sees every invoice tied to the contact on the other end of the chat, opens one in place, edits the lines, and forwards the PDF over WhatsApp through a Meta-approved template.
Replies go through dynamic WhatsApp templates with text, media, and interactive content, and delivery and read ticks from Meta — single grey, double grey, double blue — are mirrored into the invoice's Odoo chatter so collections has a complete audit trail.
Key features
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Invoice tab inside Discuss
A dedicated Invoice tab in the Discuss menu lists every invoice for the current WhatsApp contact, with filters, groupby, and search across past WhatsApp activity.
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Edit invoices in place
Open an existing invoice from the chat and adjust lines, taxes, or due dates without leaving the conversation.
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Send By WhatsApp from any invoice
A Send By WhatsApp action opens the WhatsApp compose window pre-filled with the contact and a chosen template, so the finance team forwards the invoice without copying numbers between apps.
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Dynamic WhatsApp templates
Reply with text, multimedia, and interactive WhatsApp templates — list messages, product lists, and quick reply buttons — picked from the approved Meta template library.
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PDF and media attachments
Attach the invoice PDF, statement of account, product images, or .doc files inside a single WhatsApp message — no separate upload step.
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Delivery and read-status ticks
Single grey, double grey, and double blue ticks from Meta are mirrored into the Odoo chatter on the invoice so collections sees who received and read each message.
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Contact-level message history
Each partner has a complete WhatsApp message history that finance and sales can search and filter from the contact card or invoice record.
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Quick-reply buttons for collections
Template messages can include quick-reply buttons — for example, “Acknowledge” or “Request extension” — so the customer responds without typing.
Technical details
Specification
- Publisher
- TechUltra Solutions Private Limited
- Technical name
- tus_meta_wa_invoice_in_discuss
- Odoo versions
- 12.0, 13.0, 14.0, 15.0, 16.0, 17.0
- Lines of code
- 8,347
- License
- Odoo Proprietary License v1.0 (OPL-1)
- Price
- $145.54 (one-time)
Deployment
- Odoo Online
- Odoo.sh
- On-premise
Odoo dependencies
- Invoicing
- Discuss
- Odoo Meta WhatsApp Discuss
- Odoo WhatsApp Base
Support
90 days of bug-fix support, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Setup & configuration
From install to first call — here is the path.
- 1
Install the module
In Odoo, open Apps, remove the Apps filter, search for “WhatsApp Invoice in Discuss”, and click Install. The Odoo Meta WhatsApp Discuss and Odoo WhatsApp Base dependencies are pulled in automatically.
- 2
Connect Meta's WhatsApp Cloud API
In WhatsApp → Configuration, enter the WhatsApp Cloud API credentials from your Meta Business account — the phone-number ID and permanent access token — and run the connection test.
- 3
Sync invoice templates from Meta
Import the approved invoice-delivery and payment-reminder templates from your Meta Business account, including any quick-reply buttons for acknowledgement or follow-up.
- 4
Open the Invoice tab in Discuss
Go to Discuss and select the Invoice tab. Pick the WhatsApp contact you are talking to and see every invoice linked to that partner.
- 5
Send By WhatsApp
From any invoice, click Send By WhatsApp, pick the template, attach the invoice PDF or any other file, and send. Delivery and read ticks are written back to the invoice chatter automatically.
Frequently asked questions
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Where does the Invoice tab appear?
Inside Odoo Discuss, alongside the inbox and direct-message tabs. Opening it for a WhatsApp contact lists every invoice linked to that partner, with filters, groupby, and search.
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Can finance edit an invoice from the chat?
Yes. From the Invoice tab in Discuss the team can open an existing invoice and edit lines, taxes, or due dates without losing the conversation context.
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Can the invoice PDF be sent over WhatsApp?
Yes. The invoice PDF, product images, statements, and .doc files can be attached inside a single WhatsApp reply directly from the invoice record.
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Which message templates are supported?
Text, multimedia, and interactive WhatsApp templates — list messages, product lists, and quick reply buttons — provided they are approved in your Meta Business account.
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Are delivery and read receipts logged?
Yes. Single grey, double grey, and double blue ticks from Meta are mirrored into the Odoo chatter on the invoice so collections sees who received and read each message.
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Which Odoo versions does it support?
Odoo 12.0, 13.0, 14.0, 15.0, 16.0, and 17.0, in both Community and Enterprise editions.
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What are the prerequisites?
Odoo Invoicing (account), Discuss (mail), and TechUltra's Odoo Meta WhatsApp Discuss and Odoo WhatsApp Base modules. You also need an active Meta WhatsApp Business account with the Cloud API enabled.
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Is support included?
Yes. The module ships with 90 days of bug-fix support, Monday to Friday, 10:00–19:00 IST. Raise a ticket at support@techultra.in.
Related solutions
Whole-platform solutions that complement WhatsApp Invoice in Discuss.
WhatsApp ↔ Odoo Integration
Two-way WhatsApp Business API integration with Odoo. Customer messages, order updates, invoices, and payment links — unified inbox for agents.
AI WhatsApp Chatbot
LLM-powered WhatsApp chatbot grounded in your Odoo data. Handles ordering, support, FAQs, and lead qualification with human-agent escalation.
Odoo WhatsApp Push Notifications
Real-time WhatsApp push notifications in Odoo — web, Android, iOS. Customer names in Discuss instead of phone numbers. Compatible with Odoo V12–V18.
Related services
Get the most out of this module with senior TechUltra consultants.
Odoo Customization Services
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Hire Odoo Developers
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Odoo Gold Partner support — 24/7 functional, technical, and server coverage for Enterprise and Community editions. Fast turnaround, free consultation.
