SAP Business One × WhatsApp · Invoices

Send SAP B1 invoices on WhatsApp, automatically

When an A/R invoice is created in SAP Business One, Lead Pattern sends it to your customer's WhatsApp as a PDF — no downloading, no emailing, no copy-paste.

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Last updated: 8 November 2026

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SAP · A/R invoice created

PDF

Invoice.pdf

Sent from SAP

⚡ Invoice issued

Dear customer, your invoice has been generated against your order. The PDF is attached.

Received, thank you.

Reply → shared team inbox

Quick answer

Can SAP Business One send invoices on WhatsApp?

Yes. With Lead Pattern's native SAP Business One connector (a paid add-on on Growth and Enterprise), creating an A/R invoice in SAP B1 sends the customer an approved Utility template with the invoice as a PDF. Setup is done by our SAP specialists through SAP's standard interfaces — no custom code inside SAP.

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The problem

Invoices sit in SAP while customers chase them on WhatsApp

Invoices get lost

PDFs sit in SAP or email while customers ask for them again on WhatsApp.

Manual forwarding

Someone exports the PDF and sends it chat by chat, all day.

Payments start late

If the invoice reaches the customer late, so does the payment.

How it works

From SAP invoice to WhatsApp PDF

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 invoices

Pick the approved WhatsApp template that goes out when an A/R invoice is created, with the invoice PDF as a document header. 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

Invoice message examples

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

Invoice issued

Utility

Invoice {{invoice_number}}

Dear {{customer_name}}, invoice {{invoice_number}} for {{amount}} has been generated against order {{order_number}}. The PDF is attached.

Tip: Use a document header so the invoice PDF goes with the message.

Invoice with due date

Utility

Invoice {{invoice_number}}

Hello {{customer_name}}, please find invoice {{invoice_number}} for {{amount}} attached. Payment is due on {{due_date}}. Reply here if you have any question.

Talk to accounts

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 who should get invoices, and their permission to receive updates there.

What it costs

Cost per invoice: 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 invoice on WhatsApp FAQ

How do I send an invoice from SAP Business One on WhatsApp?+

Connect SAP Business One to Lead Pattern with the SAP B1 Basic Connector and choose the approved template for invoices. From then on, when an A/R invoice is created in SAP B1, the customer gets the invoice as a PDF on WhatsApp.

Is an invoice message Marketing or Utility?+

Utility — it is an update about an existing order or account. Adding offers or promotions to it can make Meta classify it as Marketing.

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.

Can customers reply to the invoice?+

Yes. Replies land in the shared team inbox with the SAP context, so accounts can answer from the same number.

Does this work with SAP S/4HANA or ECC?+

Not yet — SAP S/4HANA and SAP ERP (ECC) support is coming soon. SAP Business One is supported natively today.

Keep reading

Get your SAP invoices onto WhatsApp.

Book a 30-minute SAP demo — we will show your exact use case.

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