Keep WhatsApp and Moneybird updated automatically.
You are on the move, a client says yes, and you want the invoice out before you forget. Instead of logging into your accounting you send a WhatsApp message: create an invoice for Test BV, 2 hours of advice. Schakel reads your instruction and drafts the invoice in Moneybird, with the right contact, lines and VAT, so all you do is check and send.
What travels across the link
Everything this connector moves between WhatsApp and Moneybird, and how often.
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A message becomes an 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 an invoice in Moneybird.
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Contact recognised or created
The customer name from your message is found in Moneybird as a contact or created, so the invoice sits with the right relation without you typing details.
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Lines and VAT filled in
Quantities, descriptions and amounts from your message come back as invoice lines, with your default VAT rate, so the drafts are correct.
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Confirmation back in the chat
You get a short confirmation in WhatsApp with a link to the draft invoice, so you can review and send it from Moneybird with one tap.
What WhatsApp to Moneybird saves you
- Invoice from your phone with a message, without logging in.
- Contacts and VAT are filled in, so you retype no details.
- You stay in control: everything lands as a draft in Moneybird.
- 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 Moneybird.
- 02
Grant access to Moneybird
You authorise Schakel through Moneybird and pick the administration the drafts should land in. Your password is never asked for or stored.
- 03
Set your defaults
You set your default VAT rate, invoice template and whether drafts may be sent 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 Moneybird. 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.
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
Not sure how to get those keys? Step by step:
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 Moneybird is one of many. Pick two systems and see what travels between them.
Common questions
Is the WhatsApp to Moneybird connector available?
Request this connector and get access. You let us know you want to link WhatsApp to Moneybird, and we make sure you can get started. You hear from us within 24 hours.
Is the invoice sent immediately?
No, by default it lands as a draft in Moneybird so you can check it first. If you want a message to produce a sent invoice right away, you turn that on yourself.
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.
Can anyone with my number create invoices?
Only messages from the numbers you have connected can create an invoice. Other senders are ignored.
Does this work for quotes or only invoices?
You start with invoices. Other documents such as quotes can be added on request, let us know what you need.
Can you connect WhatsApp to Moneybird?
Yes. Schakel connects through the official APIs of WhatsApp and Moneybird, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Moneybird?
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 Moneybird?
Yes. Commission, shipping and other fee types each land on their own ledger account in Moneybird, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what WhatsApp and Moneybird 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.