Capture from WhatsApp
Let approved phone numbers send invoice PDFs and photos to your organization's WhatsApp number.
Capture from WhatsApp
Admin+The WhatsApp source lets your team send invoices from a phone they already use every day. A teammate sends an invoice PDF or a photo of a receipt to the Inbox Ledger WhatsApp number, and the document is captured like any other source.
How it works
An admin or owner sets up the source once and adds a list of allowed phone numbers. Only those numbers can send documents, and anything from an unknown number is ignored.
Phone numbers use E.164 format, which is a leading plus sign, the country code, then the number, with no spaces or dashes.
For example, +14155550100.
A phone number can belong to only one organization. If a number is already registered elsewhere, Inbox Ledger refuses to add it.
Set it up
Open Sources
In the dashboard sidebar, open Sources and scroll to the Messenger Bots section.
Connect the WhatsApp bot
Click Connect on the WhatsApp card.
Add allowed phone numbers
Enter each teammate's number in E.164 format, for example +14155550100, then save.
Tell your team to message the number
Each approved teammate opens the Inbox Ledger WhatsApp number and sends an invoice PDF or a photo of a receipt.
Accepted files
- File types: PDF, JPEG, and PNG.
- Size cap: 16 MB per file.
Files sent through WhatsApp are treated as explicit intent, so they are not pre-filtered the way email attachments are. Whatever an approved number sends goes straight into processing.
Confirm it worked
After a teammate sends a file, open Documents. Within a few minutes the invoice should appear with the vendor and total filled in.
Related
Capture from Telegram
The same flow using approved usernames.
Sources overview
Compare every way to capture documents.
Documents overview
What happens after a source captures a file.
Ready to try this?
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