7 tools to charge via WhatsApp without hassle

Are you having trouble collecting from your clients? 👀

We know that this part of the business can be a challenge, but it is essential to continue growing.

The good news is that there are tools on the market that can help you manage your collections quickly, easily, and professionally and all from WhatsApp!

In this article, we will show you 7 tools to carry out effective collection through WhatsApp Business and ensure that your money reaches you without issues 🙌

Stages of effective collection via WhatsApp: How do payments work through WhatsApp?

First, you must understand that collections through WhatsApp work via payment systems integrated with the app, such as payment links that redirect the client to a secure platform. 

These links allow businesses to send a direct link for the client to complete the transaction without leaving the application.

However, for everything to work correctly, it is not enough to just send the link. It is essential to have an organized process and understand that collecting through WhatsApp requires a different approach than a face-to-face sale.

These are the stages you need to follow for effective collection via WhatsApp: 

1. Get organized: Start by organizing the details from the amount to the payment methods.

2. Contact the client: Now that you have registered and categorized those you need to collect from, initiate contact in a friendly way without jumping straight to the amount.

3. Make the collection: Keep it simple, precise, and brief. Address the collection without losing your objective, but avoid sounding threatening. Always keep their categorization in mind.

4. Validate the payment: Confirm if the payment message was clear and provide details about the available payment options.

5. Monitor the process: Stay in contact to confirm that the client is making the payment. Once confirmed, proceed with delivery or debt elimination.

6. Document the payment: Finally, record the collections in detail with accounting tools or your own system. 

The 7 best tools for collecting via WhatsApp

Now let's see which tools can help you in your collection processes:

1. Moonflow – Collection management with artificial intelligence

From initiating the conversation to constant monitoring, everything should be strategically managed to collect without damaging the long-term business relationship.

Moonflow offers to automate collection through artificial intelligence (AI) to simplify the process and ensure each step is executed efficiently and consistently. 

With its platform, you can centralize your collections and optimize your collection strategies across multiple channels like WhatsApp, email, and/or calls.

Additionally, it allows you to view real-time direct payments and create personalized communications such as collection web pages.

Its advantage is that it reduces operational costs by up to 90% throughout the collection process, allowing your team to focus on other aspects of your business.

Another great advantage is its intelligent customer segmentation because it allows you to know what personalized strategies to apply, increasing the chances of successful collection from delinquent clients. 

Moonflow Pricing 

• Collection for companies: $299 per month for the essential version and $399 per month for the pro version.

• Collection for individuals: $249 per month for the essential version and $349 per month for the pro version.

*Plans may vary depending on the number of clients.

Learn more about Moonflow and start collecting effectively with Artificial Intelligence. 

2. Lyra – Quick integration with payment links

Lyra offers a payment collection solution through WhatsApp that allows you to create and send payment links directly to clients, thus making the payment process easier from mobile devices.

With Lyra, you have the option to customize payment requests and track the statuses of the messages. 

In turn, it protects sensitive data, such as credit cards or personal information, thanks to a unique code (token) for making future payments securely, without needing to store the client’s real information. This reduces the risk of fraud and improves transaction security.

Additionally, payment requests are sent through a Facebook-certified account for WhatsApp, which generates greater trust for your clients.

No additional applications are required, just a WhatsApp account and a contract with Lyra.

Lyra Pricing

For countries like Argentina, Brazil, Chile, Mexico, Peru, and Uruguay, you must contact Lyra directly to obtain a personalized quote.

Interested in: Quick guide to selling via WhatsApp

3. Mercado Pago  – Platform with multiple payment methods

Here Mercado Pago allows you to create a personalized link with various payment methods such as credit and debit cards or even cash, which you can share via WhatsApp, social media, or any digital medium. 

Among its strengths is that businesses receive collections instantly, with anti-fraud protection and clear commissions, without the need for a website.

It's a practical solution and you don't need to have an online store. Ideal for entrepreneurs and e-commerce businesses looking to simplify their collections.

Mercado Pago Pricing

Business implementation is free. Mercado Pago charges through commissions ranging from 2.99% to 5.99%, depending on the transaction or payment type.

4. Collection messages for WhatsApp

Collection message templates are also a useful tool for your collection process. 

Here we share our article with real collection messages to inspire you and help you create one aligned with your brand and target audience. A personalized approach can make the client pay promptly and with a positive attitude.

Remember that to achieve collection, success in sales is crucial and you can automate this process with a sales-specialized chatbot.

At Yavendió! we have your next virtual seller with Artificial Intelligence that manages the entire sales process quickly, securely, and efficiently. How does it work? Learn more on our website.

5. Automating messages in WhatsApp

Now, if you want to try it yourself, here we teach you how to configure WhatsApp Business messages to collect from your clients:

1. Download and open WhatsApp Business

2. Access the menu

3. Enter “business tools,” then “organize your chats” and choose “quick replies.”

4. Add the message

5. Edit the message content (you can add payment links and emojis)

6. Choose the shortcut in your keyboard that will activate the quick reply.

7. Save the configuration.

Here you only program the message content, but you will still need to manually select the collection shortcut in the conversation.

To automate the entire process, platforms like Moonflow or Yavendió! ensure everything is done without manual intervention.

If you're looking to automate your sales via WhatsApp, chat with YaVendiosita (our AI chatbot) and get a free demo 🎁

6. Incentives to encourage prompt payment 

Offering incentives is another effective way to motivate the client to pay promptly and avoid becoming delinquent. Options include discounts, promotions, or payment facilities.

For example: 

• “Receive a 10% discount if you make the payment within 48 hours of receiving this message. Take advantage of this exclusive offer and save on your next payment.” 

In this example, the incentive is direct and attractive, which will motivate the client to take advantage of the limited-time offer.

7. Direct contact to  resolve their doubts

Various factors can prevent a prompt payment. Therefore, it is key to offer a communication channel where the client can resolve doubts and receive personalized solutions according to their situation or arrears. This shows genuine interest in their case, strengthening the long-term relationship.

Simplify your collections via WhatsApp

Collecting through WhatsApp can be stressful when dealing with delinquent clients or when each step has to be handled individually. Therefore, incorporating automated tools can make the process more successful, less invasive, and simpler. 

Make sure to thoroughly understand the process and choose the tools that best align with the needs and capabilities of your e-commerce. Thus, you will be able to optimize time, resources, and offer a more efficient experience for both your business and your clients.