WhatsApp Sharing & Customer Updates
Send digital receipts and order status updates to customers on WhatsApp in one tap — no setup or integration required.
Overview
Cashvio lets you reach customers on WhatsApp directly from the portal:
- Send receipts right after a sale (from the success screen) or later from order details
- Send order status updates — "your order is ready", "out for delivery", and more — from order details
There is nothing to configure. Cashvio opens WhatsApp with a ready-to-send message; you review it and press send from your own WhatsApp account.
How it works
The buttons use WhatsApp "click to chat" links. If the order has a customer phone number, the chat opens directly with that customer. If not, WhatsApp asks you to pick the recipient from your contacts.
Sending a Receipt via WhatsApp
From the New Sale success screen
After completing a sale:
- On the success screen, click Send via WhatsApp.
- WhatsApp opens with a thank-you message that includes the order number and the digital receipt link.
- Press send.
If the sale has a customer attached (with a phone number), the message opens in their chat directly.
From Order Details
For any existing order:
- Open the order from Sales > All Sales.
- Click Print / Share Receipt.
- Click Send via WhatsApp.
What the customer receives
A short thank-you message with the order number and a link to the digital receipt — a mobile-friendly page showing your store details, the items, totals, and payment status. It is the same page customers reach by scanning the QR code on a printed receipt.
Sending Order Status Updates
Keep customers informed on pickup and delivery orders without any messaging infrastructure:
- Open the order details page.
- Click WhatsApp customer in the header. The button appears whenever the order has a customer phone number.
- WhatsApp opens with a message matching the order's current fulfillment status, plus a link the customer can open to see the order.
- Review and send.
The message is chosen automatically based on the fulfillment status:
| Fulfillment status | Message the customer gets |
|---|---|
| Pending | "We've received your order and will start on it shortly." |
| Preparing | "Good news! Your order is now being prepared." |
| Ready | "Your order is ready for pickup!" |
| Delivering | "Your order is out for delivery." |
| Completed | "Your order is complete. Thank you for shopping with us!" |
| Cancelled | "Your order has been cancelled. Please contact us if you have any questions." |
Tip
Update the fulfillment status first, then click WhatsApp customer — the message always matches the status at the moment you click. A natural flow is: mark the order Ready, then immediately notify the customer.
Requirements & Tips
- Phone numbers need a country code (e.g.,
+20 100 123 4567). Numbers saved in local format may not open the right chat — Cashvio strips formatting, but the country code must be present. - On desktop, links open WhatsApp Web or the WhatsApp desktop app; on mobile, the WhatsApp app opens directly.
- The message language follows your portal language — switch the portal to Arabic to send Arabic messages.
- You can edit the message freely in WhatsApp before sending — the prefilled text is a starting point.
- Messages are sent from your own WhatsApp account, exactly as if you typed them yourself.
Related Features
- Creating Orders — The New Sale screen and success view
- Managing Orders — Order details, receipts, and fulfillment updates
- Receipt Settings — Customize what appears on your receipts
FAQs
Q: Do I need a WhatsApp Business API account? A: No. The feature uses standard WhatsApp links and works with any WhatsApp account — personal or business.
Q: Are messages sent automatically? A: No. Cashvio prepares the message and opens WhatsApp; you always review and press send yourself.
Q: The button opened WhatsApp but not the customer's chat. Why? A: The order has no customer phone number, or the number is missing its country code. Pick the contact manually, or fix the customer's phone number and try again.
Q: Can the customer reply? A: Yes — replies arrive in your WhatsApp like any normal conversation.