The chatbot sends your existing payment links when someone wants to pay - never a made-up amount.
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Stripe
1
Create payment links in Stripe for what customers should pay in the chat (e.g. deposit, gift card). Open invoices need no links.
2
Open Developers, API keys, “Create restricted key” with the permissions Payment Links: Read and Invoices: Read.
3
In the dashboard open Integrations and click Stripe.
4
Paste the key (rk_live_…). The panel then shows whether open invoices are on.
What happens: When someone wants to pay, the chatbot sends the matching link - never an amount it made up. If someone writes “I still have an open invoice”, the chatbot asks for the invoice number and, for security, the e-mail address the invoice went to. If the invoice has no e-mail, it asks for the mobile number instead. Only when that matches does it share the amount and due date and send the invoice’s payment link. If the invoice is already paid, it says so.
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Good to know: After five wrong answers for one invoice, it is locked in the chat for an hour. New links in Stripe? Click “Refresh links” in the panel.
Mollie
1
Create payment links in Mollie – or write your invoices with Mollie Invoicing.
2
Copy your key (live_…) under Developers, API keys.
3
In the dashboard open Integrations and click Mollie.
4
Paste the key. The panel then shows whether open invoices are on.
What happens: Same as Stripe: the chatbot only sends your existing payment links. It sends open invoices from Mollie Invoicing only after the customer gives the invoice number and the invoice's e-mail address (without e-mail: mobile number).
PayPal
1
Open developer.paypal.com, Apps & Credentials, Live, and create an app. It needs the Invoicing feature.
2
Copy the app's client ID and secret.
3
In the dashboard open Integrations and click PayPal.
4
Enter client ID and secret.
What happens: If someone writes “I still have an open invoice”, the chatbot asks for the invoice number and, for security, the invoice's e-mail address – or its mobile number if no e-mail is on file. Only when that matches does it share the amount and due date and send the link to the invoice. The link is your PayPal invoice's payment link.
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Good to know: The access is read-only. After five wrong answers for one invoice, it is locked in the chat for an hour.
Square
1
Open developer.squareup.com, create an application and switch to Production.
3
In the dashboard open Integrations and click Square.
What happens: If someone writes “I still have an open invoice”, the chatbot asks for the invoice number and, for security, the invoice's e-mail address – or its mobile number if no e-mail is on file. Only when that matches does it share the amount and due date and send the link to the invoice. It searches the latest invoices of your locations.
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Good to know: The access is read-only. After five wrong answers for one invoice, it is locked in the chat for an hour.
Invoice Ninja
1
In Invoice Ninja open Settings, Account management, API tokens, and create a token.
2
In the dashboard open Integrations and click Invoice Ninja.
3
Enter the token. If Invoice Ninja runs on your own server, also enter its URL (https).
What happens: If someone writes “I still have an open invoice”, the chatbot asks for the invoice number and, for security, the invoice's e-mail address – or its mobile number if no e-mail is on file. Only when that matches does it share the amount and due date and send the link to the invoice. The customer can pay if a payment gateway is set up in Invoice Ninja.
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Good to know: The access is read-only. After five wrong answers for one invoice, it is locked in the chat for an hour.
Billomat
1
In Billomat open Settings, Users, and copy the API key of a user who can see invoices and clients.
2
Your Billomat ID is the part before .billomat.net in your address.
3
In the dashboard open Integrations and click Billomat.
What happens: If someone writes “I still have an open invoice”, the chatbot asks for the invoice number and, for security, the invoice's e-mail address – or its mobile number if no e-mail is on file. Only when that matches does it share the amount and due date and send the link to the invoice. The link opens the Billomat customer portal; if it's not active, the chatbot shares amount and due date and points to the payment details on the invoice.
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Good to know: The access is read-only. After five wrong answers for one invoice, it is locked in the chat for an hour.
Zoho Invoice
1
Open the Zoho API Console (api-console.zoho.com or .eu) and create a “Self Client”.
2
Click “Generate Code”, scope: ZohoInvoice.invoices.READ,ZohoInvoice.contacts.READ,ZohoInvoice.settings.READ – the code is valid only for a few minutes.
3
In the dashboard open Integrations and click Zoho Invoice.
4
Enter data center (eu, com, …), client ID, client secret and the code.
What happens: If someone writes “I still have an open invoice”, the chatbot asks for the invoice number and, for security, the invoice's e-mail address – or its mobile number if no e-mail is on file. Only when that matches does it share the amount and due date and send the link to the invoice. The link opens the Zoho customer portal.
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Good to know: The code is exchanged for permanent access when you connect. The access is read-only. After five wrong answers for one invoice, it is locked in the chat for an hour.
Recurly
1
In Recurly open Integrations, API Credentials, and copy a private API key.
2
In the dashboard open Integrations and click Recurly.
3
Enter your Recurly subdomain (the part before .recurly.com) and the key. If your account is hosted in the EU, enter “yes” in the last field.
What happens: If someone writes “I still have an open invoice”, the chatbot asks for the invoice number and, for security, the invoice's e-mail address – or its mobile number if no e-mail is on file. Only when that matches does it share the amount and due date and send the link to the invoice. The link opens the customer's account page in Recurly; they can pay there if “Pay invoices online” is active on your plan.
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Good to know: The access is read-only. After five wrong answers for one invoice, it is locked in the chat for an hour.
Paddle
1
In Paddle open Developer tools, Authentication, and create an API key with read access to transactions and customers.
2
In the dashboard open Integrations and click Paddle.
What happens: If someone writes “I still have an open invoice”, the chatbot asks for the invoice number and, for security, the invoice's e-mail address – or its mobile number if no e-mail is on file. Only when that matches does it share the amount and due date and send the link to the invoice. There is a payment link if Paddle has a checkout for the invoice; otherwise the chatbot shares the amount and points to the invoice.
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Good to know: Paddle keys expire after 90 days to a year – the integrations page then shows “Not working”. The access is read-only. After five wrong answers for one invoice, it is locked in the chat for an hour.
