Paperless billing is eco-friendly and convenient. BPS POS enables 1-click invoice sharing directly to customer WhatsApp chats and email accounts with interactive PDF download links.
Figure: BPS POS WhatsApp and Email Invoice Sharing Dialog in BPS POS.
Instant Digital Receipt Sharing Workflow
Follow these step-by-step instructions inside your BPS POS dashboard to configure and operate this workflow seamlessly:
- Capture Customer Phone/Email: During checkout, enter the client’s WhatsApp number or email address.
- Click WhatsApp Share: On the sale confirmation screen, tap the green WhatsApp button.
- Direct Chat Dispatch: The WhatsApp API pre-fills a polite message containing store name, invoice number, amount paid, and direct view link.
- Send Email PDF: Alternatively, click Send Email to dispatch an attached PDF invoice immediately.
BPS POS Pro Tip & Best Practice
Customize your default WhatsApp greeting template in Notifications Settings to include promotional discount codes for their next visit.
Why This Workflow Matters for Your Business
Lightning-Fast Operations
Eliminate cashier bottlenecks, reduce customer waiting times, and handle peak rush hours effortlessly.
100% Financial Accuracy
Automate tax math, stock deductions, and ledger balances to eliminate human calculation mistakes.
Frequently Asked Questions (FAQs)
Does the customer need to install any app to view their bill?
No. The WhatsApp link opens a mobile-optimized web receipt directly in any smartphone browser.
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