WhatsApp Payment

introduction introduction whatsapp, in partnership with razorpay and payu, has launched native upi payments on its platform, complemented by integrated payment gateway solutions through the payments api, businesses can now streamline transactions by collecting payments directly within whatsapp, facilitating seamless order completion without requiring users to exit the app this document serves as a comprehensive guide to effectively utilizing this new feature for business operations please note that whatsapp payments is currently not available for whatsapp growth customers prerequisite prerequisite the individual integrating the whatsapp payment gateway on fbm must have both fbm access and payment gateway access payment configuration setup in fbm payment configuration setup in fbm navigate to the following link link to facebook business manager or select “click here” from the integration setup on engati 2\ select "payment configurations" followed by "india" 3\ locate the valid whatsapp business account (waba) 4\ click on "new configuration" and proceed by following the provided steps link your payment account in meta to receive payments on whatsapp, you must add a payment configuration to the corresponding whatsapp business account a payment configuration allows you to link a payment gateway account to whatsapp each payment configuration is associated with a unique name as part of the order details order details message, you can specify the payment configuration to use for a specific checkout whatsapp will then generate a checkout flow using the associated payment gateway account integration setup on engati integration setup on engati navigate to integrations > cloud integrations > whatsapp payment select "connect" to establish a connection with your payment gateway 3\ enter the "payment configuration name" and choose the appropriate "payment type" to complete the setup how to set up a whatsapp payment node? how to set up a whatsapp payment node? ensure that your bot is deployed on whatsapp using 360dialog as the provider by following these steps navigate to configure > deployment > whatsapp > provider, and select 360dialog compliance check for businesses in india if your business is based out of india and while you're deploying the bot on whatsapp, it's important to complete a compliance check with the necessary details this check ensures that your business meets the necessary regulatory requirements for conducting transactions through whatsapp to locate the node, go to bot builder > select path > add node > integrations > whatsapp payment if an account has been configured, all the accounts will be displayed for you to select whatsapp details a response text message to be sent along with the payment request b footer message to be sent in the footer along with the payment request c expire by time duration up to which the payment request will be valid d expiration description message shown to the customers after the payment request expires e reference id provide unique reference id to track the transaction \ when default is selected system will generate unique reference id for each instance, this can be tracked using attribute {{user whatsapp payment refid}} \ when custom is selected an input field will appear, if only value is added in the field, a error message will popup ‘static value will result in failure, kindly us an attribute’ use attribute with values, like {{ref id}} whatsapp {{ref id}} whatsapp f payment method select an option to restrict the payment methods for the user \ all \[default] \ upi \ others (apart from upi) 2\ if whatsapp commerce is enabled, the “order details” section of the "action" tab is automatically populated from the backend in case whatsapp commerce is not enabled, manually input the necessary details order details a) catalog id catalogid of the order created for the transaction b) items items for which payment is being made in the transaction you can define attribute values for dynamic fields to retrieve dynamic values according to your specific use case \[{ "name" "text", "item price" "number", "quantity" "number", "country of origin" "text", "importer name" "text", "importer address" { "address line1" "text", "address line2" "text", (optional) "city" "text", "postal code" "text", "country code" "text” } "description" "text", "discounted price" "text", "currency" "text" }, …] add a 'notes' section in node configuration this feature allows users to add a "notes" section under the order details in the whatsapp payment node the section is optional and enables passing additional information to the payment gateway as comments purpose allows users to include supplementary information to be sent to the payment gateway info icon provides context on the purpose of the field, stating any additional details that are to be passed to the payment gateway as comments key benefits enhance the flexibility of payment related communications ensure seamless integration with razorpay for managing custom notes tied to payment orders 3\ configure response paths with custom messages for both successful and failed payment transactions 4\ the discount details section allows you to specify the percentage discount to be applied to the transaction additionally, you have the option to enter a description to provide further clarification on how the discount is calculated for your customers' reference 5\ the shipping section allows you to specify the total shipping amount for the transaction, added to the total cost of the items in the cart to determine the final transaction amount additionally, you can include a description to provide customers with details about how the shipping cost is calculated 6\ the error tab allows you to customize the message that will be displayed when this node encounters an error from the external api call this message serves as a notification to inform users about the encountered error and can be tailored to provide relevant information or instructions on how to proceed the payment workflow on whatsapp the payment workflow on whatsapp when the whatsapp payment node is encountered payment logs payment logs all the payments will be captured in the payment logs if you face any issues or queries please reach out to us at support\@engati com