> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adsera.in/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Pay

> Collect payments inside WhatsApp chats (UPI, cards, netbanking, wallets) from deals and orders, confirmed by Meta, and track every request.

WhatsApp Pay lets your customers pay **inside the WhatsApp chat**: a **Pay Now** card opens UPI, cards, netbanking or wallets without leaving WhatsApp. AdsEra checks every payment against Meta's own payment record and shows its status on the deal.

> [!NOTE]
>
> WhatsApp Pay is offered by Meta for businesses in **India**, in Indian rupees.

***

## Adding the integration

### Before you begin

* A WhatsApp number connected in AdsEra.
* An account with a supported payment gateway (**Razorpay**, **PayU** or **Zaakpay**), or a business UPI ID.
* Meta's WhatsApp payments terms accepted for your WhatsApp Business Account. If they aren't, AdsEra shows an **Accept the terms** link.

### Create a payment configuration

**1. Open Setup**

Open **Marketplace → WhatsApp Pay** (or go to [app.adsera.in/dashboard/meta/payments](https://app.adsera.in/dashboard/meta/payments)) and the **Setup** tab. Find your WhatsApp number and click **New configuration**.

**2. Fill in the configuration**

* **Name**: used in payment messages, for example `shop_razorpay`.
* **Payment gateway**: Razorpay (UPI, cards, netbanking, wallets), PayU, Zaakpay, or **UPI ID only**, which needs a **Business UPI ID** such as `business@bank`.
* **Business category** and **Purpose**.

Click **Create**.

**3. Link your gateway**

Click **Connect gateway account** and log in to your gateway to link it. If you're sending the link to someone else, use **Get connect link** instead. Meta checks the link, and the status turns **Active**.

**4. Add order details (if asked)**

Click **Order details** and fill in the importer name, address, city, state, postal code and country of origin. WhatsApp Pay shows them on every item.

### Payment settings

In **Payment settings**, choose **How customers pay**:

* **WhatsApp Pay Now**: a payment card in the chat.
* **Payment link**: a gateway link.
* **Both**.

Then set **When the chat is closed**. WhatsApp only lets you send free-form messages within 24 hours of the customer's last message, so pick the approved template to use after that, per WhatsApp account.

***

## Using the integration

### Collect a payment from a deal

Open a deal and click **Collect payment** in its payments section. Enter the amount and send. The customer gets a Pay Now card or a payment link, depending on your settings. The deal shows the request and its status.

Addy and other agents can also send payment requests when you allow it on the **Used by agents** tab.

### Track payments

| Tab | What it shows |
| - | - |
| **Requests** | Every payment request, with date, deal, contact, rep, amount, method and status. Filter by status, method, source and date, or by **Needs review**. Click **Export CSV** to download. |
| **WhatsApp payments** | Every payment WhatsApp reports, with its **Verification**. |
| **Activity** | A log of what the integration did. |

**Verification statuses:**

| Status | Meaning |
| - | - |
| Confirmed by WhatsApp | Meta's payment record confirms it. |
| Check this | The details don't match. Check it in your gateway before you deliver. |
| Waiting | Not confirmed yet. |
| Meta only | Confirmed by Meta; your gateway couldn't cross-check it. |
| Couldn't check | AdsEra couldn't reach Meta. Click **Check again**. |

> [!TIP]
>
> Set up the Razorpay webhook in **Marketplace → Razorpay** so AdsEra also cross-checks every payment with Razorpay.

### Troubleshooting

> [accordion] "Accept the terms" appears when creating a configuration
>
> Click the link, accept Meta's WhatsApp payments terms for your business, then create the configuration again.

> [accordion] The configuration doesn't turn Active
>
> Finish **Connect gateway account** with the gateway's account owner, then click **Refresh from Meta**.

> [accordion] A payment shows "Check this" or appears under Needs review
>
> Check the payment in your gateway's dashboard before you deliver the order.

***

## Removing the integration

On the **Setup** tab, click **Remove** on the configuration and confirm. **Payment messages that use it stop working.** Requests and payments already recorded stay in AdsEra. You can also unlink AdsEra in your gateway's dashboard.


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