Customer debts, and a statement on WhatsApp

Transcript

1. Who owes you? By name, date and amount — not in a notebook.
2. The customer page: purchases, payments, and the current balance.
3. The statement: every invoice, every payment, the balance after each.
4. “Share” opens WhatsApp with a secure link — the customer opens it on their phone, no printing.

Read the details

• Customers and receivablesFeature page
• Sharing a customer's account statement on WhatsAppHelp centre
• Collecting a payment from a customer who owes youHelp centre

More clips

• The first sale: from the scan to a WhatsApp receipt
• The morning brief: one line, one action
• Closing the shift with a drawer count, then the Z-report
• Selling with no internet, and the upload when it returns
• Money at a glance, and a 14-day cash projection
• The cycle count: the differences item by item