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Introducing Self-Serve WhatsApp Template Creation: Automate Payment Reminders

By Nupur Mittal, Co-Founder, OCTA

We're excited to announce a new feature that will simplify how you send payment reminders via WhatsApp: Self-Serve WhatsApp Template Creation. For more on effective payment reminder strategies, see [7 Mistakes That Are Costing You in Payment Collection](/resource/blogs/7-mistakes-that-are-costing-you-in-payment-collection-and-how-to-fix-them) and [Smarter Reminder Controls Are Here, Because Timing Matters](/resource/blogs/smarter-reminder-controls-are-here-because-timing-matters).

We're excited to announce a new feature that will simplify how you send payment reminders via WhatsApp: Self-Serve WhatsApp Template Creation.

Key Benefits

Why WhatsApp for Payment Reminders?

WhatsApp has become one of the most effective channels for business communication in the Middle East and South Asia, with open rates that far exceed traditional email. For finance teams, this creates a direct line to the person who actually approves payments — often bypassing the corporate inbox entirely and landing in the channel the customer checks dozens of times a day.

By allowing finance teams to create and submit their own WhatsApp message templates directly within OCTA — without needing developer support or waiting for approval cycles — this feature removes the last friction point between a finance team and their ideal reminder strategy. Teams can now test different messaging approaches, localize tone for different customer segments, and launch campaigns on their own timeline.

How It Works

Finance teams draft the template text in the OCTA interface, preview it as it would appear in WhatsApp, and submit it directly through OCTA's integrated Meta Business API connection for WhatsApp's standard review. Once approved — typically within 24 hours — the template is immediately available for use in any reminder workflow. There's no back-and-forth with IT, no developer tickets, and no delays waiting for template approvals to be handled by someone else.

For teams running high-volume AR across hundreds of accounts, this means the ability to build a complete WhatsApp reminder sequence — pre-due, due-date, and overdue — and keep it fresh without depending on anyone outside the finance function.