SAP Business One × WhatsApp · Payments

Payment reminders from SAP B1, sent on WhatsApp

When a payment is due or overdue in SAP Business One, Lead Pattern sends your customer a polite WhatsApp reminder with the invoice number and amount — without anyone having to remember.

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Last updated: 8 November 2026

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Claude

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Sent from SAP Business One

SAP · Payment due

⚡ Payment reminder

A friendly reminder that your invoice is due. Invoice number and amount below. Please ignore this if already paid.

Will clear it this week.

Reply → accounts team inbox

Quick answer

Can SAP Business One send payment reminders on WhatsApp?

Yes. With Lead Pattern's native SAP Business One connector (a paid add-on on Growth and Enterprise), a payment that is due or overdue in SAP B1 sends the customer an approved Utility template with the invoice number and amount. Replies go to your shared inbox.

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The problem

Payments run late when reminders depend on memory

Reminders don't go out

They depend on someone remembering to send them — so often they don't.

Calls and emails get ignored

Customers read WhatsApp. Reminders elsewhere are easy to miss.

Wrong numbers

Typing amounts by hand leads to mistakes and awkward follow-ups.

How it works

From SAP due date to WhatsApp reminder

We connect SAP Business One

Our SAP specialists connect to SAP Business One through its standard interfaces — no custom code inside SAP and no middleware.

Choose the template for payment reminders

Pick the approved WhatsApp template that goes out when a payment is due or overdue, with the invoice number and amount. Template variables map to SAP fields, so each customer gets their own numbers.

Meta approves the template

Messages your business starts need a template approved by Meta. These updates belong in the Utility category — updates about an existing order, account or request.

Test, then switch it on

Test with real documents, then switch it on for all customers. When a customer replies, the chat lands in your shared team inbox with the SAP context.

What the message looks like

Payment reminder examples

Examples to adapt. Highlighted words are variables, filled from SAP for each customer. Meta reviews every template before you can use it.

Due soon

Utility

Hi {{customer_name}}, a friendly reminder that invoice {{invoice_number}} for {{amount}} is due on {{due_date}}. Please ignore this if already paid.

Overdue

Utility

Hi {{customer_name}}, our records show invoice {{invoice_number}} for {{amount}} was due on {{due_date}}. Kindly arrange payment or reply here if you have a question.

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What you need

Before you switch it on

You need	Details
SAP Business One	Supported natively today. SAP S/4HANA and SAP ECC are coming soon.
A Lead Pattern Growth or Enterprise plan	The SAP B1 Basic Connector is a paid add-on on Growth and Enterprise (not on Starter). See pricing.
Your number on the WhatsApp Business API	We connect your number to the official API and help with Meta verification — free.
An approved Utility template	Written by you or with our help, then reviewed by Meta. Meta has the final say on approval and category.
Customer WhatsApp numbers	A mobile number on WhatsApp for each customer, and their permission to receive updates there.

What it costs

Cost per reminder: Meta's utility rate, no markup

Each message is a Utility template — about ₹0.115 per message in India at Meta's own rate, passed through with zero markup (plus GST). On top of that: your plan (Growth is ₹35,000 a year, excl. GST) and the SAP B1 Basic Connector add-on, priced to your setup. A 30-day pilot on one use case is available. Meta rates last checked on 7 November 2026 (Meta's India rate card effective 1 October 2026).

See full pricing →

After the message

Customers reply — your team answers from one number

Replies land in the shared inbox

Sales, dispatch or accounts can answer from the same WhatsApp number, with the SAP context next to the chat.

Role-based access

Control who can see SAP-linked conversations, send messages and manage templates.

Encrypted in transit and at rest

Data between SAP, Lead Pattern and WhatsApp is encrypted in transit, and stored data is encrypted at rest.

SAP B1 payment reminder FAQ

How do I send payment reminders from SAP B1 on WhatsApp?+

Connect SAP Business One to Lead Pattern with the SAP B1 Basic Connector and choose the approved template for payments. When a payment is due or overdue in SAP B1, the customer gets a reminder with the invoice number and amount.

Is a payment reminder Marketing or Utility?+

A reminder about a specific invoice or account is Utility. Adding offers or promotions to it can make Meta classify it as Marketing.

How should a reminder be worded?+

Keep it polite and specific: invoice number, amount and due date. Don't threaten — firm and polite wording keeps your WhatsApp quality rating healthy.

Which plan do I need?+

The SAP B1 Basic Connector is a paid add-on on the Growth and Enterprise plans — it is not available on Starter. Connector pricing is tailored to your setup; see the pricing page or ask our team on WhatsApp.

Do we need custom code inside SAP?+

No. Our SAP specialists connect through SAP Business One's standard interfaces. No middleware is needed from our side. Most customers go live in 2–4 weeks, depending on scope.

We don't use SAP. Can we still send payment reminders?+

Yes. You can send them as a broadcast from an Excel file with one row per customer, or trigger them from your own system through our API. Payment reminder templates →

Keep reading

Stop chasing payments by hand.

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