What are the steps to share an invoice or bill with a customer via WhatsApp from BUSY?
To share an invoice or account statement via WhatsApp with a customer in BUSY, then follow
these steps:
In order to use WhatsApp Desktop, it's important to have a Windows operating system that is Windows 8.1 or
a newer version. WhatsApp Desktop is not compatible with older versions of Windows.
Step .1 Download Whatsapp Desktop Version from https://www.whatsapp.com/download/
Step 2. After downloading and installing the application, open it.
Step 3. You will be prompted to scan a QR code with your mobile WhatsApp app to link the two. Open WhatsApp
on your mobile device.
Step 4. Once the QR code is scanned, your WhatsApp on the computer will be linked to your mobile WhatsApp
Step 5. Now Open the company on the BUSY software from which you intend to send WhatsApp messages.
Step 6. Go to Administration menu and click on Cofiguration.
Step 7. Now click on SMS API Configuration.
Step 8. In the SMS API Configuration please click on the Add New Format button to create a new SMS API format
for sending WhatsApp messages.
Step 9. Then click on Upload PDF option to send a link to the PDF file generated from BUSY.
Step 10. Now enter the WhatsApp free API format which is whatsapp://send?phone=phoneNo&text=message
into the SMS API box.
Step 11. Now input the parameter names and values as per the API, ensuring that the case sensitivity is maintained.
For example, set Mobile as phoneNo and Message as message then click on save button to save it.
Step 12. Now Go to Administration menu and click on Configuration option.
Step 13. Now Click on Voucher Series Configuration then expand on sales button to select the sale invoice series.
Step 14. Now click on Voucher configuration button after selection of sale invoice series.
Step 15. Enable the option Send SMS after saving as Y then click on save button to save the configuratoin.
Step 16. Now Go to Transaction menu and click on Sales Option.
Step 13. Now Click on the Modify button to access an existing invoice.
Step 14. Now Choose the series for which you have enabled the SMS sending option and press on ok button to
open the invoice.
Step 15. Now Press ALT + S Or click on the SMS option located on the top row of the invoice. Alternatively,
you can also choose to resave the invoice to send the SMS from Whatsapp.
Step 16. Now select format for sending SMS then click on SMS button.
Step 17. After that click on send button to send sms from whatsapp.
Step 18. Now Whatsapp app automatically open then you have to click on the WhatsApp Send button to
transmit the PDF file containing the invoice link.