WhatsApp Config
For: Admins — scheduled summary WhatsApp to admin phones, not customer chat
Title WhatsApp config. You turn templates On, pick Daily / Weekly / Monthly times, and list admin phone numbers. The product then sends those summaries on that schedule.
Settings → Organization → WhatsApp config → Configure → Send this report On → phones + schedule → Save
What this is for
1. Active schedules
The top of the page lists templates you have enabled (for example Daily at 07:30). If none are on: No templates enabled yet. Configure one below to start sending. Last summary sent / failed (with error) shows when a send has already run.
Templates you can turn On
Financial Summary: Daily / weekly / monthly snapshot: sales, purchases, payments in/out, receivables, payables, net cash flow
Top Performers: Top customers, top items sold, top salesperson
Daily Activity by User: Who created which documents today
Sales Pipeline & Conversion: Quote → order → invoice funnel
Quotations Summary: Quotes added, by user, status, expiring soon
Inventory Movement: Stock in vs out, transfers/adjustments, top mover
Tagged Coming soon (preview only, no Configure): Receivables Aging, Payables & Upcoming Dues, Low Stock & Reorder Alerts, Production Summary, Pending & Drafts.
Note: Card previews use sample numbers. Live messages use your books data when the job runs.
2. Configure a template
- 1
On an active template, click Configure (or Edit schedule when it is already On).
- 2
Turn Send this report on. Add Admin phone numbers (first required; Add phone number until the plan cap).
- 3
Enable Daily (time), Weekly (weekday + time), and/or Monthly (day of month + time). Save.
On / Off: Badge on the card. Off means that template does not send
What it affects: Which WhatsApp summaries go to those admin numbers, and when. It does not message customers, and it does not post journals
Business rules
| Topic | Rule |
|---|---|
| Admin only, plan-gated | Settings → Organization → WhatsApp config. If the plan does not include it, the page shows WhatsApp config is not available on your plan. Active cards then show Upgrade plan (account billing) or Contact support on a custom plan — not Configure. You cannot switch catalog plans from a custom plan |
| Admin phones, not customers | Messages go to the Admin phone numbers you enter on each template. This is not WhatsApp to a customer's mobile from an invoice |
| Coming soon | Templates tagged Coming soon cannot be turned On — the card shows Coming soon instead of Configure. Only the six active templates can be configured |
| Phone limit | How many numbers you can add is the plan's WhatsApp recipients limit (unlimited on some plans). The modal tells you the cap |