Send POS Receipt and Invoice via WhatsApp

Create an account

Configure Instances

Click on 'Instances' to configure instances.

Add Instance

Token Configuration

Copy the Instance and Token to add them to Odoo.

Authentication

Add the Instance and Token, then click on the "Authenticate" button.

Scan QR Code

You will receive a QR code for login along with the instance and token. After scanning the QR code from your mobile device, save it.

Connection Status

If you attempt to click on the Authenticate button again, you will receive a message stating 'Already connected'.

POS Configuration Settings

Navigate to Point of Sale -> Configuration -> Settings. Under Bills & Receipts, enable "WhatsApp Enabled". You will have the option to choose "Send Receipt" and "Send Invoice". Here, choose nothing and save.

Active POS Session Screen

During a POS session, create an order and confirm the payment. After confirming the payment, you will see two buttons named "Send Invoice" and "Send Receipt".

Invoice Configuration

Select "Send Invoice" in the Configuration Settings.

Customer Contact Configuration

You need to set a WhatsApp number in the customer profile.

Customer Profile Identification

You can view the WhatsApp number in the customer chosen page within the POS session.

Payment Verification Screen

You can view the WhatsApp number in the Payment Screen within the POS session.

Send Invoice Trigger

You will find a "Send Invoice" button on the Receipt Screen, which you can click to send the invoice to the Partner's WhatsApp number.

Processing Queues

When the Invoice sending is In Progress, you will see a loading indicator on the Button.

Success Confirmation

When the Invoice is successfully sent to the WhatsApp Number, you will receive a Success message on Receipt Screen.

WhatsApp Document Receipt

In WhatsApp, you can see that the Invoice document has been sent to the recipient.

Send Receipt Setting

Select "Send Receipt" in the Configuration Settings.

Send Receipt Execution

You will find a "Send Receipt" button on the Receipt Screen, which you can click to send the receipt to the Partner's WhatsApp number.

WhatsApp Receipt Verification

In WhatsApp, you can see that the Receipt document has been sent to the recipient.

Error Logs Exception Handler

If an error occurs while sending the document to the partner's WhatsApp Number, you will receive a failed message in the POS session.

Manager Logging Audit Track

As a manager, you can view all messages sent through WhatsApp from the POS session.

User Access Workspace

As a user, you can view your own messages sent through WhatsApp from the POS session.