WhatsApp POS

Send POS invoices and order notifications directly via WhatsApp to enhance customer experience.

Send POS Receipts
WhatsApp Receipts
Order Notifications
Point of Sale Integration

WhatsApp POS Overview

The WhatsApp POS module integrates Point of Sale with WhatsApp Business API, enabling you to send invoices, payment receipts, and order notifications directly to customer phone numbers immediately after completing transactions at checkout. A paperless, eco-friendly solution that is convenient for customers.

Key points

  • Send POS invoices via WhatsApp right after payment

  • Share digital receipts as PDF or images

  • Real-time order status notifications

  • Integration with official WhatsApp Business API

  • Customize message templates to match your brand

  • Store invoice sending history in POS system

  • Support sending promotions and vouchers via WhatsApp

  • Reduce printing costs and be environmentally friendly


Key Features

Highlighted features of WhatsApp POS:

Key points

  • Automatically send invoices after payment completion

  • Share receipts with QR codes for order tracking

  • Send order tracking links to customers

  • Notify when orders are ready for pickup (click & collect)

  • Send vouchers and discount codes for next purchase

  • Confirm pre-orders via WhatsApp

  • Remind customers about unpaid orders

  • Send post-purchase satisfaction surveys


POS Invoice Sending Process

Steps

  • 1. Customer completes payment at POS checkout

  • 2. Staff enters customer phone number (if not available)

  • 3. System automatically generates PDF/image invoice

  • 4. Send WhatsApp message with invoice to customer

  • 5. Customer receives digital invoice instantly

  • 6. Save sending history in POS order

  • 7. Customer can reply or contact via WhatsApp


WhatsApp Business API Configuration

To use WhatsApp POS, configure WhatsApp Business connection:

Key points

  • Register WhatsApp Business API account

  • Verify business phone number

  • Configure webhook to receive customer responses

  • Create message templates for invoices and notifications

  • Get templates approved by WhatsApp (usually 24-48h)

  • Connect API credentials with Odoo

  • Test sending trial messages

  • Configure message limits and rate limiting


Invoice Message Templates

Pre-designed message templates for POS:

Key points

  • Receipt Confirmation - Confirm invoice with total amount

  • Payment Receipt - Detailed payment receipt

  • Order Ready - Notify order ready for pickup

  • Order Tracking - Order tracking link

  • Discount Voucher - Send discount code for next time

  • Feedback Request - Request experience rating

  • Loyalty Points - Notify accumulated points

  • Return Policy - Return policy guidelines


POS Session Integration

WhatsApp POS works seamlessly with POS sessions:

Key points

  • Automatically detect phone number from customer profile

  • Allow entering new phone number at payment screen

  • Send invoice immediately after closing order

  • Display WhatsApp sending status on POS interface

  • Save message history in order history

  • Support resending invoice if failed

  • Integrate with loyalty program to send reward points

  • Sync with customer database for future marketing


Invoice Formats Sent via WhatsApp

Supported invoice formats:

Key points

  • PDF - Full standard format invoice (recommended)

  • PNG/JPG Image - Easy to view on mobile

  • Text message - Invoice information in text format

  • Download link - Link to download invoice from portal

  • QR code - QR code for order lookup

  • Combine multiple formats in one message


Customer Phone Number Management

System manages customer contact information:

Key points

  • Automatically save phone number to customer profile

  • Validate international phone number format

  • Allow customers to opt-out of messages

  • Manage blacklist according to regulations

  • Automatically add country code if missing

  • Check valid WhatsApp number before sending

  • Update delivery status for each message

  • Comply with GDPR and data protection regulations


Real-time Order Notifications

Update order status via WhatsApp:

Key points

  • Order Confirmed - Confirm order received

  • Payment Received - Confirm successful payment

  • Preparing Order - Order being prepared

  • Ready for Pickup - Ready for customer pickup

  • Out for Delivery - Out for delivery (if shipping)

  • Delivered - Successfully delivered

  • Cancelled - Notify cancellation and refund

  • Refund Processed - Confirm refund


Marketing Features via WhatsApp

Use WhatsApp POS for marketing and retention:

Key points

  • Send discount vouchers for next purchase

  • Notify special promotion programs

  • Remind about expiring loyalty points

  • Send new product catalogs

  • Notify flash sales and limited offers

  • Birthday vouchers for loyal customers

  • Abandoned cart reminders for unpaid orders

  • Cross-sell and upsell recommendations


Reports and Analytics

Track WhatsApp message sending effectiveness:

Key points

  • Number of invoices sent by day/week/month

  • Success vs failure rate

  • Average time to send invoice

  • Customer message open rate (read rate)

  • Number of customer responses

  • WhatsApp message sending costs

  • ROI of vouchers sent via WhatsApp

  • Customer satisfaction score from feedback


Integration with Other Modules

WhatsApp POS connects with Odoo modules:

Key points

  • POS - Send invoices from Point of Sale

  • Sales - Notify orders from Sales Order

  • Inventory - Update stock and delivery status

  • CRM - Save customer interaction history

  • Loyalty - Send reward points notifications

  • Marketing Automation - Campaigns via WhatsApp

  • Website - Notify online orders

  • Accounting - Send invoices and payment reminders


Security and Compliance

Ensure data security and regulatory compliance:

Key points

  • End-to-end encryption per WhatsApp standard

  • Do not store message content on server

  • Comply with WhatsApp Business Policy

  • GDPR compliant - Customer data deletion rights

  • Clear opt-in/opt-out mechanism

  • Rate limiting to avoid spam

  • Audit log for all sent messages

  • Secure API credentials storage


Practical Usage Tips

Key points

  • Always ask customer permission before sending marketing messages

  • Use WhatsApp-approved templates

  • Send invoices within 24h after transaction

  • Personalize messages with customer name

  • Add clear call-to-action in messages

  • Monitor delivery status to resend if failed

  • Create shortcuts on POS for quick sending

  • Train staff on invoice sending process

  • Verify phone number before sending

  • Use QR code for customers to self-register


POS Staff Workflow

Steps

  • 1. Complete sales transaction on POS

  • 2. Ask customer if they want receipt via WhatsApp

  • 3. Enter or confirm customer phone number

  • 4. Click "Send via WhatsApp" button on payment screen

  • 5. Check sending status (sent/delivered/read)

  • 6. Notify customer to check WhatsApp

  • 7. Handle if sending fails (resend or print paper)


Common Troubleshooting

Solutions for common issues:

Key points

  • Message not sending: Check API credentials and internet connection

  • Template rejected: Ensure WhatsApp policy compliance, no spam

  • Invalid phone number: Validate international format (+84...)

  • PDF invoice not attached: Check file size limit (16MB)

  • Rate limit exceeded: Reduce sending frequency, upgrade plan

  • Customer not receiving: Check if customer blocked business number

  • Template not approved: Wait for WhatsApp approval 24-48h

  • Webhook not working: Check URL and SSL certificate


Costs and Limits

Information about WhatsApp Business API costs:

Key points

  • Cost per message sent (conversation-based pricing)

  • Free messages within first 24h after customer messages

  • Different fees by country and message type

  • Template messages have fees, session messages are free

  • Limit of 1000 messages/second for business account

  • Limit of 100,000 messages/day for tier 1

  • Can upgrade tier to increase limits

  • Charged per conversation window (24h)


Roadmap and Future Features

Features under development:

Key points

  • Chatbot to automatically answer order questions

  • Rich media messages with product carousels

  • WhatsApp Pay integration for payments

  • Voice messages for product usage instructions

  • Video receipts with unboxing experience

  • AR try-on via WhatsApp camera

  • Group broadcast for VIP customers

  • WhatsApp Business catalog integration


Important Terminology

Key concepts to understand:

Key points

  • WhatsApp Business API - Official API for businesses

  • Message Template - Pre-approved message template

  • Session Message - Message within 24h after customer messages

  • Conversation Window - 24h time frame for billing

  • Webhook - Endpoint to receive WhatsApp notifications

  • Opt-in - Customer agrees to receive messages

  • Opt-out - Customer declines to receive messages

  • Delivery Status - Sending status (sent/delivered/read/failed)

  • Rate Limiting - Message sending limits

  • Business Profile - Business profile on WhatsApp