How to send notifications

Before you send

• You need Lifetime or Cloud for WhatsApp, email, and templates.
• Connect WhatsApp (and email if you use it) under Integrations.
• Confirm the customer contact has a valid phone or email.
• Create or review a template so the message matches your brand tone.

Send a document or invoice

1. Open the sale, invoice, or contact ledger you want to share.
2. Choose Share / Send (WhatsApp or email depending on your setup).
3. Select the template (or use the default for that event).
4. Confirm the recipient phone/email and send a test to yourself first.
5. Send to the customer and check delivery in your WhatsApp Business inbox when applicable.

Payment reminders

For pay-later balances, open the contact ledger, review the outstanding amount, then send a reminder template. Keep wording short and include the balance and store name.

Troubleshooting

• Message option missing — confirm plan includes integrations and WhatsApp is connected.
• Wrong number — update the contact phone and retry.
• Blank or odd copy — edit the template and re-test.
• Still stuck — contact support with the workspace name and a screenshot of Integrations.