📬 New Template Release: Payment Reconciliation PDFShift → WhatsApp Template

Adaptors & Templates
1

Automate customer statements for SMEs using OpenFn

We’re excited to introduce a new prebuilt template designed for small and medium businesses (SMEs), especially in African markets who rely on WhatsApp as their primary communication channel.

This template automates the end-to-end payment reconciliation and customer statement delivery process, helping businesses send accurate, branded statements to their customers directly on WhatsApp.

What it Does

Here’s what this template automates for you:

  1. Data Collection
  • Fetch customer and payment data from Google Sheets.
  1. Reconciliation
  • Automatically calculate each customer’s balance:
    Total Due − Payments Made
    Categorise each as UNPAID, PARTIAL, PAID IN FULL, or OVERPAID.
  1. PDF Statement Generation

  • Build professional, branded PDF statements using PdfShift.

  • Each PDF includes customer details, payment history, and current balance.

  1. WhatsApp Delivery
  • Send each PDF via the WhatsApp Business API using a pre-approved message template in Meta Business Manager.
  1. Status Tracking
  • Update your spreadsheet with delivery status, PDF links, and updated balances.

Screenshot 2025-09-29 at 13.05.28
Screenshot 2025-09-29 at 13.05.281512×1266 106 KB

:test_tube: Testing Notes

  • Tested with 4 sample customers across all payment statuses.

  • PDF generation is set to sandbox = true (watermarked) to save tokens.

    • Switch to sandbox = false for production use.

  • Requires one approved WhatsApp template for outgoing messages.

:rocket: Try It Out

Ready to automate your payment statements?
Head to the OpenFn Template Library and search for:

:puzzle_piece: “Payment Reconciliation PDF to WhatsApp”

And be sure to check out our Whatsapp Adaptor documentation