Keep WhatsApp and Exact Online updated automatically.
You are on the move, a client says yes, and you want the invoice out before you forget. Logging into Exact Online with its journals, ledger accounts and VAT codes is a bit much then. Instead you send a WhatsApp message: create an invoice for Test BV, 2 hours of advice. Schakel reads your instruction and drafts a sales invoice in Exact Online, in the right sales journal, with the relation, the lines and the correct VAT code, so all you do is check.
What travels across the link
Everything this connector moves between WhatsApp and Exact Online, and how often.
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A message becomes a sales invoice
You send in plain language what should be on the invoice, such as create an invoice for Test BV, 3 widgets. Schakel reads the message and drafts a sales invoice in the Exact sales journal you set up.
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Relation recognised or created
The customer name from your message is found in Exact as a relation by name or VAT number, or created, so the invoice sits with the right debtor without you typing details.
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Lines, ledger and VAT code
Quantities, descriptions and amounts from your message come back as invoice lines, booked to the ledger account and with the VAT code you use by default, so the draft invoice in Exact is correct.
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Confirmation back in the chat
You get a short confirmation in WhatsApp with a reference to the draft invoice in Exact, so you can review and finalise it.
What WhatsApp to Exact Online saves you
- Invoice from your phone with a message, without logging into Exact.
- Relation, ledger and VAT code are filled in, so you retype nothing.
- You stay in control: everything lands as a draft in the right journal.
- Ideal on the move, so you never forget an invoice again.
Setting it up
- 01
Connect your WhatsApp number
You connect the WhatsApp number you send instructions from, so only your messages can create an invoice in Exact.
- 02
Grant access to Exact Online
You authorise Schakel through Exact Online and pick the administration the drafts should land in. Your password is never asked for or stored.
- 03
Set journal, ledger and VAT
You set the sales journal, the default ledger account and VAT code and whether drafts may be finalised right away, so a short message is enough.
- 04
Send your first message
You message what should be on the invoice and check the draft in Exact. Once it fits, this becomes your fastest way to invoice.
What you need
- A business WhatsApp number with a provider that allows messages through an API, and the numbers that should receive the notifications.
- An Exact Online account with rights on the administration you want linked. You grant Schakel access once through Exact itself.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
Request this connector: tell us what you need and we reply within 24 hours.
Related connections
Connect a different pair
WhatsApp and Exact Online is one of many. Pick two systems and see what travels between them.
Common questions
Is the WhatsApp to Exact Online connector available?
Request this connector and get access. You let us know you want to link WhatsApp to Exact Online, and we make sure you can get started. You hear from us within 24 hours.
Is the invoice finalised immediately in Exact?
No, by default it lands as a draft in the sales journal so you can check it first. If you want a message to produce a final invoice right away, you turn that on yourself.
Which journal and ledger does the invoice land on?
On the sales journal and ledger account you set as default. You can name a different account or VAT code in your message if an invoice calls for it.
What if Schakel misreads my message?
Then you get a clarifying question in the chat before anything is created, so no invoice with wrong details appears in Exact.
Can anyone with my number create invoices?
Only messages from the numbers you have connected can create an invoice. Other senders are ignored.
Can you connect WhatsApp to Exact Online?
Yes. Schakel connects through the official APIs of WhatsApp and Exact Online, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Exact Online?
The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.
Are commission and fees booked separately in Exact Online?
Yes. Commission, shipping and other fee types each land on their own ledger account in Exact Online, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what WhatsApp and Exact Online should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.