[Tutorial Video] Send Customer Invoice Via Apps WhatsApp (Receipt By WhatsApp)
On DealPOS users can personalize the text content of e-receipt messages sent via WhatsApp. To enable this feature, navigate to the setting menu and update the message template according to your preferences. This allows businesses to add a personal touch such as greetings and promotional messages
Once the custom text is configured, the system will apply it when generating the e-receipt link for WhatsApp. Below is an example of how a personalized message appears when sent to a customer, ensuring a more engaging and branded experience.
Sending receipts to WhatsApp can only be done if you have the WhatsApp application installed on your device (when using WhatsApp Web, you can paste the receipt template from the clipboard).
To configure the customer invoice via WhatsApp (receipt by WhatsApp), you can see the following article.
I. Configure Receipt Template
Step 1. Go to Setting, type WhatsApp Receipt in the search bar, and click on the search result
Step 2. Set Template Receipt and make the template as you need
Notes:
Dont forget to click Save button to apply the changes.
II. Create Sales Transaction
Step 1. Go to Sell then Create Transaction
Step 2. Input WhatsApp customer number then click Send Receipt
If you're using WhatsApp Web, the message is automatically copied to the clipboard, allowing you to directly paste it to the customer.
Table Of Send Receipt by WA Scenario
Create Invoice | Action | Result |
No customer is assigned | Send WA/Email to existing number/mail in customer contact | The invoice will be auto-assigned to the existing customer associated with that contact. |
No customer is assigned | Send WA/Email to new number/mail | A new customer record will be automatically created using the provided email address or mobile number. |
Assign customer without email/mobile | Send WA/Email to new number/mail | The existing customer’s record will be updated with the newly submitted email or mobile number. |
Assign customer with existing email/mobile | Send WA/Email to new number/mail | No duplicate customer will be created, and the existing customer data will remain unchanged (not overwritten). |
Step 3. The Template will be Generated on WhatsApp and then You can Send it to the Customer
Notes:
Make sure you are logged into your WhatsApp App to be able to directly send the receipt to the customer's number.
Placeholder | Description |
Number | Invoice Number Created on DealPOS. |
Currency | Rp, $, € , etc. |
Amount | Transaction amount paid. |
ReceiptLink | Link to generate receipt. |
Brand | Brand name store. |
Related Articles
DealPOS is an online point-of-sale (POS) application specifically designed for retail businesses in categories like Fashion, Minimarkets, Electronics, Fresh Food, and Building Material Stores.
With DealPOS, you can manage both online and offline store inventory in real-time on a single platform. You can also sell through omnichannel (offline and online) as DealPOS integrates with marketplaces (Shopee, Tokopedia, TikTok Shop, Lazada) and instant web stores (Shopify and WooCommerce).
For more detailed financial book-keeping, Books App is available as a separate accounting application. In addition, stock counting becomes easier with the DealPOS Scanner App, which supports barcode scanning features.