PlanIt EPOS · Receipts, Refunds & History

Send a receipt or quote by WhatsApp

What does this do?

Any receipt, invoice or quote can be sent to the customer over WhatsApp with a link to the document. On a phone it opens the WhatsApp app; on a computer the till asks once whether to use WhatsApp Web or the installed app.

How to use it

  1. Open the document from History, Quotes or Invoices.
  2. Press WhatsApp.
  3. On a phone or tablet, WhatsApp opens on the customer's number with the message and link ready. Press send.
  4. On a computer the first time, choose WhatsApp Web (in the browser) or The WhatsApp app installed on this computer. The till remembers the answer for this device.
  5. If the customer has no mobile number on file, the till shows No phone number for this customer. Carry on and the message is copied for you to paste into any chat, or add their number from the same dialog first.
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Related guides

Choose how WhatsApp opens on this computer

On a computer, sharing a quote or receipt by WhatsApp can open WhatsApp Web in the browser or the WhatsApp app installed on the machine. Each till remembers its own answer, and you can change it here at any time.

Settings & Account

Send a quote for the customer to accept online

A quote can be emailed or sent by WhatsApp with a link the customer opens and accepts online. You see when they open it, and an accepted quote is ready to turn into an invoice.

Quotes

Email a receipt, invoice, quote or statement

Every receipt, invoice, quote and statement can be emailed straight from the till with the PDF attached. No mail program is needed, and when the customer replies it comes back to your shop's email address.

Receipts, Refunds & History

Add a new customer

New customer saves someone to the book before you have sold to them, so their details are ready to drop onto a sale or quote later.

CRM & Customers

See whether a quote was opened or accepted

The Quotes list shows where every quote is: saved, sent, opened, accepted, declined, converted to an invoice or voided. You do not need to ring the customer to find out.

Quotes

Add a fitting date to a sale that never had one

Flooring often sells before the customer knows when they want it fitted. When they ring back with a date, book it straight onto the original sale. It goes into the Diary and Customer Orders, and you can email the customer the appointment.

Receipts, Refunds & History
Questions this guide answers
  • How do I WhatsApp a receipt to a customer?
  • Why does the till ask about WhatsApp Web or the app?
  • What if the customer has no phone number on the sale?

Last updated 2026-09-03 · Direct link for this feature