> For the complete documentation index, see [llms.txt](https://docs.ownchat.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ownchat.app/work-flows/petpooja/send-invoice-automation.md). # Send Invoice Automation The **Send Invoice automation** allows restaurants using **Petpooja POS** to automatically send invoices to customers via **WhatsApp using Ownchat.** When a bill is generated in the POS system, the invoice event is triggered and a workflow sends the invoice details directly to the customer. This automation helps businesses: * Send invoices instantly * Reduce manual work * Improve customer experience * Collect customer feedback automatically {% embed url="" %} ### Overview The **Send Invoice workflow** connects **Petpooja POS billing events** with **Ownchat Flow Builder automation.** #### Automation Flow Petpooja POS\ ↓\ Invoice Generated\ ↓\ Event Sent to Ownchat\ ↓\ Workflow Triggered\ ↓\ Phone Number Validation\ ↓\ Invoice Sent via WhatsApp\ ↓\ Customer Feedback Request\ ↓\ Feedback Evaluation ### Prerequisites Before configuring the workflow, ensure the following requirements are met. #### Required Access You must have access to: * Ownchat account * Flow Builder * Integrations module * Petpooja POS integration #### POS Requirements The POS system must capture: * Customer phone number * Order details * Invoice data Without the customer phone number, the invoice message cannot be delivered. ### Accessing Petpooja POS Integration #### Step 1: Open Integrations 1. Log in to **Ownchat**. 2. Navigate to the **left sidebar**. 3. Click **Integrations**. #### Step 2: Select POS Integration 1. Locate **Restaurant Billing & POS Software.** 2. Click the **Petpooja POS application card.** This opens the **Application Details page.** ### Viewing Available Events Petpooja sends multiple events to Ownchat. #### Steps 1. Click the **Petpooja POS App Card**. 2. Click **Available Events Count**. 3. View the list of available POS events. Example events: * Invoice Created * Order Created * Order Updated * Customer Added ### Subscribing to the Invoice Event To enable invoice automation, you must subscribe to the **Invoice Created event.** Steps 1. Locate **Invoice Created Event**. 2. Click **Subscribe**. If the event is not subscribed: * Click the **Subscribe button once** * The event becomes active Once subscribed, Petpooja will start sending invoice data to Ownchat. ### Creating the Workflow #### Open Flow Builder 1. Navigate to **Flow Builder.** 2. Click **Create Workflow.** The **Create New Workflow** window will appear. ### Build Workflow from Scratch Two options are available: * **Build from Scratch** * **Use a Template** #### Steps 1. Select Build from Scratch. 2. Click Get Started. The workflow builder canvas will open. ### Adding the Trigger Event The trigger event starts the automation when an invoice is generated. Steps 1. Click **Add Trigger.** 2. Select **Petpooja POS Event.** 3. Choose the event: Invoice Created ### Phone Number Validation Before sending the invoice message, the system must verify whether the customer phone number is valid for WhatsApp messaging. #### Steps 1. Click **Add Action**. 2. Search for **Phone Number Validation.** 3. Select the action. *** ### Adding the Phone Number Variable Add the customer phone number variable to validate the number. Example variable: customer\_phone\_number ### Storing the Validation Response Store the validation result in a **response variable.** Example: phone\_validation\_response This variable stores whether the number is valid for WhatsApp messaging. ### Handling Invalid Phone Numbers Add a condition to check whether the number is valid. #### Steps 1. Add **If Statement** action. 2. Check the validation variable. Example logic: phone\_validation\_response = true If the condition is true, proceed with sending the invoice. If false, stop the workflow or redirect to another action. ### Sending the Invoice Message Once the number is validated, send the invoice to the customer. #### Steps 1. Add **Send Message action.** 2. Configure the invoice message. ### Selecting Media Type Invoices can be sent as media attachments. #### Steps 1. In the message configuration section 2. Select **Media Type** Choose: URL This allows the invoice to be sent using a link. ### Adding Invoice URL Add the invoice link variable. Example: {{invoice\_url}} ### Configuring Fallback URL A fallback URL ensures the invoice can still be accessed if the primary URL fails. #### Steps 1. Locate the **Fallback URL field** 2. Enter the backup invoice link Example: {% embed url="" %} ### Adding Customer Feedback After the invoice is sent, you can collect customer feedback. ### Adding Share Feedback Button A **CTA button** allows customers to submit feedback. #### Steps 1. Add **Send Message action** 2. Select **Interactive Message** 3. Add a button Example button text: Share Feedback When the customer clicks this button, the feedback workflow will begin. ### Searching for Actions Flow Builder allows you to quickly find actions. #### Steps 1. Click **Add Action** 2. Use the **Search field** 3. Enter the required action name Example: If Statement ### Creating Feedback Logic To process customer responses, add a conditional logic action. Steps 1. Click **Add Action** 2. Select **If Statement** 3. Define logic based on feedback responses. ### Accessing Feedback Response Variables Go to the **Flow Builder feedback response section.** Copy the **first feedback question variable.** Example: feedback\_response.question1 Paste it in the condition field after the dot. ### Configuring Feedback Conditions Configure the following settings. **Data Type** Select: Number **Operator** Choose: Greater Than or Equal To **Value** Disable **Dynamic Value.** Enter: 3 ### Applying Logic for All Questions Repeat the same configuration for all feedback questions. Example conditions: feedback\_response.question1 >= 3\ feedback\_response.question2 >= 3\ feedback\_response.question3 >= 3 This ensures each response is evaluated correctly. ### Completing the Feedback Workflow After adding all conditions: 1. Click **Add Action** 2. Complete the feedback workflow 3. Save the configuration Finally: 1. Click **Publish Workflow** ### Testing the Workflow Before going live, test the automation. #### Steps 1. Generate a test invoice in Petpooja POS 2. Add a customer phone number 3. Verify that: * Invoice message is sent * Feedback button appears * Feedback responses are evaluated ### Troubleshooting #### Invoice Message Not Sent Possible reasons: * Phone number missing * Phone number validation failed * Workflow not published #### Workflow Not Triggering Check: * Petpooja integration status * Event subscription * Trigger configuration ### Best Practices **Always Capture Customer Phone Number** Ensure billing staff capture the customer phone number during checkout. **Test the Workflow Regularly** Perform periodic test transactions. **Monitor Feedback Data** Use feedback responses to improve service quality. *** ### Summary The **Send Invoice automation** allows restaurants using **Petpooja POS** to automatically send invoices via WhatsApp using Ownchat. The workflow: 1. Detects invoice generation 2. Validates the phone number 3. Sends the invoice message 4. Requests customer feedback 5. Evaluates feedback responses This automation improves operational efficiency and enhances customer communication.