WhatsApp as well
The same conversation on your phone, both ways. An add-on, not a requirement.
The chat in your dashboard is the main channel and works on its own. You add WhatsApp when you would rather not log in to send a receipt.
It is the same conversation and not a second one. A preview you were shown in your dashboard is answerable in WhatsApp, and the other way round, because it hangs on the connector and not on the channel.
Only your own bound phone number is listened to. A message from any other number does not touch your administration.
What it does
- Notifications also arrive on your phone, in the same words as in your dashboard.
- You can talk back: instructions, photos of receipts and questions all work.
- You bind your number with a short code from your dashboard. Only that number gets through.
- Quiet hours hold a message and let it go afterwards. It is never dropped.
- With WhatsApp off every notification is still recorded and you read it in your dashboard.
How to switch it on
Set the automation up without it first
The chat in your dashboard already does everything. WhatsApp is there for the convenience of your phone, not to make anything possible.
Bind your phone number
You send the short code from your dashboard to the Schakel number. From then on it listens to your phone and to no other.
Also available
Every switch works on the same Moneybird connection. Turn on what you need and leave the rest off.
- The assistant A chat in your Schakel dashboard that handles invoices, quotes, receipts, hours, contacts and questions. Anything that writes shows you first what it is about to do.
- Matching payments to invoices Schakel reads your unprocessed bank transactions and finds the open invoice each one belongs to. Propose the match or book it, you choose.
- The receipt behind a payment Money goes out and no purchase invoice belongs to it. Schakel asks for the receipt, and reminds you once if it does not turn up.
- Invoices that are overdue A message when a due date has passed, with the customer, the amount and the number of days. Chasing is a separate choice.
- Monthly summary On the first of the month: what you invoiced, what came in and what is still outstanding.
- Quarterly VAT reminder At the start of a new quarter, a reminder that the return is coming, with the deadline attached.
- Unprocessed bank transactions A nudge while bank transactions are still open, and it stops by itself once the pile is empty.
Common questions
Does WhatsApp cost extra?
No. It is the same subscription and the same connector, with a channel added. It is not a second connector.
When can I switch this on?
The add-on is being built and is waiting on Meta approving message templates. The automation itself does not have to wait for that: it runs in your dashboard today.
Want this switch when it is ready?
Request access and we let you know the moment you can switch it on.