Solution · Electronic invoicing

Electronic invoicing and WhatsApp: what an AI agent does, and where it stops

With Siigo, Alegra or Contífico connected, your Met quotes, checks invoices and receivables and reports a document’s status from WhatsApp. Issuing the invoice happens in the web platform, with a person who approves it.

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Can an AI agent issue an electronic invoice over WhatsApp?

Not from the conversation, and on purpose. In Meteor, a Met that answers WhatsApp, Instagram or Messenger does not issue invoices: the Siigo, Alegra and Contífico connectors reject those tools when the request comes through a channel, and it is not an option that can be switched on. What it does do on WhatsApp is everything around the invoice: it identifies the customer by tax ID, national ID, RUC or phone, reads price, taxes and stock, creates the quote and sends the link to the document, lists invoices with their balance to answer “how much do I owe?” and, with Contífico, says whether Ecuador’s SRI has authorized the document and sends its RIDE and XML. Issuing happens in the web platform: in Siigo, the Met prepares the electronic invoice, shows the full summary and creates it only after explicit approval, with sending it to Colombia’s DIAN as a separate decision; in Contífico, it issues it flagged as electronic so it is signed and sent to the SRI; in Alegra, it only creates the draft, and the invoice is issued in Alegra.

The challenge

Are invoice questions eating your day?

These are the bottlenecks costing your electronic invoicing operation the most sales and time.

With Meteor

Everything around the invoice handled in the chat; issuing, with approval

Before and after

From the same old bottlenecks to a real advantage

The quote waits until someone opens the accounting system.

The Met creates it from WhatsApp and sends the customer the document link.

“How much do I owe?” is answered by checking invoices one by one.

It lists the customer’s invoices with their balance and since when.

“Has my invoice gone out?” means hunting for the document.

With Contífico it reports SRI status and sends the RIDE and the XML.

An invoice issued with a mistake gets corrected with a credit note.

Issuing goes through the web platform and an explicit approval.

The solution

How Meteor automates your electronic invoicing operation

The quote with its link, from WhatsApp

In Siigo Colombia it returns the quote’s public link; in Alegra, the link to the formal PDF; in Contífico, the quote with totals already reconciled. A quote is not stamped and uses no invoice number.

Price, taxes and stock from the accounting system

It finds the product by code or name and answers with the taxes that apply, the price on each list and per-warehouse availability when the product tracks inventory.

Receivables with the real balance

It identifies the customer and lists their invoices for the period with total, balance and how long each has been outstanding.

The document’s status with the SRI

With Contífico it answers where the document stands (unsigned, signed, sent or authorized) and, once authorized, sends the link to the RIDE and the XML in the same chat.

The electronic invoice, prepared in the platform

In Siigo, the Met checks customer, products and catalogs, shows the full document and creates it only with a fresh approval. Sending it to the DIAN is a separate decision, and it reports the status Siigo returns.

The Alegra draft invoice, with approval

From the web platform, the Met builds the sales invoice draft for an existing customer and creates it after you approve the summary. It stays a draft: the invoice is issued in Alegra.

Integrations

The systems your electronic invoicing operation already runs

The invoice lives in your accounting system, and that system is what talks to the tax authority. The Met reads and prepares; issuing is a separate step, with approval.

Siigo

12 tools

On WhatsApp: third party, product with taxes and price, quote with a public link and invoices with their balance. From the web platform: the electronic invoice with fresh approval and sending to the DIAN as a separate decision.

See the Siigo spec sheet

Alegra

18 tools

On WhatsApp: customer, price, stock, quote with PDF and receivables. From the web platform: the sales invoice draft with approval. It does not issue, stamp or void anything with the DIAN.

See the Alegra spec sheet

Contífico

16 tools

On WhatsApp: catalog, quote with reconciled totals, receivables and the document’s SRI status with its RIDE and XML. From the web platform: issuing the invoice and recording the payment.

See the Contífico spec sheet

Meteor CRM

24 tools

The customer as a contact, with the history of what they asked and the handover to your team when the case needs someone from accounting.

See the Meteor CRM spec sheet

Each spec sheet lists the tools the connector really exposes, the credential you need and what it does NOT do. They are published in Spanish. See the full catalog .

The limits

What Meteor does NOT do in electronic invoicing

We would rather say it here than have you find out during implementation.

A channel Met does not issue invoices, credit notes or receipts, and does not record payments: the connectors reject those tools when the request comes through WhatsApp, Instagram or Messenger. It is not an option that can be switched on.
Alegra does not issue, file, stamp or void electronic invoices from Meteor: the connector creates the draft, and the invoice is issued in Alegra.
In Siigo, sending to the DIAN is off by default and decided separately. The Met reports the status Siigo returns and does not turn a send request into an acceptance.
Siigo quotes exist only in Siigo Colombia; with a Mexican account the connector rejects them.
With Contífico it does not issue credit notes or void documents, and the document number comes from your authorized numbering: the connector does not make it up.
It does not close the books, produce balance sheets or file returns, and it does not replace your accountant.

Step by step

The day-to-day tasks in electronic invoicing, handled end to end

Each automation shows what triggers it, which Met runs it, which tool runs at each step and what it does NOT solve.

Sales and quoting

From the question to a signed quote, without leaving WhatsApp

How do I send a customer a formal Siigo quote over WhatsApp without opening the system?

Finance and operations

Starts:: when the customer writes
Steps:: 6, with 11 real tools
Needs:: Siigo · Meteor CRM

Sales and quoting

Quote over WhatsApp against live Alegra inventory

How do I quote over WhatsApp without having to open Alegra?

Finance and operations

Starts:: when the customer writes
Steps:: 5, with 12 real tools
Needs:: Alegra · Meteor CRM

Collections and receivables

Collect overdue invoices over WhatsApp without chasing anyone by hand

How do I collect overdue invoices over WhatsApp without reviewing the ledger by hand?

Finance and operations

Starts:: at a set time
Steps:: 5, with 8 real tools
Needs:: Alegra · Meteor CRM

Collections and receivables

Create a Siigo electronic invoice with approval before sending it to DIAN

How do I create an electronic invoice in Siigo without sending it to DIAN before review?

Finance and operations

Starts:: when someone asks for it
Steps:: 6, with 6 real tools
Needs:: Siigo

Collections and receivables

Issue an electronic invoice, track it at the SRI and record the payment

How do I issue an electronic invoice in Contifico and know the SRI really authorized it?

Finance and operations

Starts:: when someone asks for it
Steps:: 7, with 8 real tools
Needs:: Contífico

Collections and receivables

Create an Alegra sales invoice draft with human approval

How do I create an Alegra sales invoice draft after reviewing it?

Finance and operations

Starts:: when someone asks for it
Steps:: 6, with 8 real tools
Needs:: Alegra

See all automations

Keep reading

Where to go next

Invoicing and collecting from the chat in a small business

How far an AI agent goes with invoicing: what it prepares, what it collects and why issuing needs a person.

Open the page

The right team

The Mets that work best in electronic invoicing

Combine these Mets to cover the full cycle of your operation.

Quotes and receivables

Legra

Builds quotes in Alegra with the PDF link after confirming the amounts, checks the status of your invoices and tracks your receivables. It does not issue to the tax authority, and the invoice draft, payments and expenses happen on the web platform, with approval.

View Met ERP and availability

Siesto

Answers “can I sell this?” with the real figure from the ERP: stock per warehouse, that customer’s price list, their receivables and their credit limit. It never approximates.

View Met

FAQ

Questions about Meteor in electronic invoicing

Not from the conversation. The Siigo, Alegra and Contífico connectors reject the invoicing tools when the request comes through a channel, because an issued electronic document cannot be deleted: it is corrected with a credit note. The invoice is prepared and issued from the web platform, with a person who approves it.

Everything around the invoice: it identifies the customer, reads price, taxes and stock, creates the quote and sends the link, lists invoices with their balance and, with Contífico, answers whether the SRI has authorized the document and sends its RIDE and XML.

With Siigo, only if that is decided explicitly: sending to the DIAN is a separate parameter that is off by default, and the Met reports the status Siigo returns. With Alegra, no: the connector creates the draft and the invoice is issued in Alegra.

Siigo in Colombia and Mexico (quotes only in Colombia). Alegra on Colombian, Mexican and Argentine accounts, always as a draft. Contífico in Ecuador, issuing to the SRI from the web platform.

No. It is an operating window into your accounting system: it does not close the books, produce balance sheets or file returns, and tax decisions stay with a person.

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