Setting Up WhatsApp Receipts

Paper receipts cost money, fade over time, and most customers lose them within hours. WhatsApp receipts solve all three problems — they are free to send, permanent on the customer's phone, and easy to search.

For your business, WhatsApp receipts also open a communication channel. Customers can reply to their receipt message if they have a question, and you have a record of every transaction sent. It is a small touch that builds trust and makes returns easier to handle.

There's nothing to connect — WhatsApp receipts work out of the box on every account, sent through AskBiz's own WhatsApp Business platform connection rather than one you set up yourself. You don't need your own WhatsApp Business account, and there's no per-business connect step. Just enter a customer's number on any completed sale and send.

AskBiz renders a real, itemised receipt image for every sale — not just a line of text. It shows:

• Your business name at the top
• The date/time and payment method used
• Every line item, with quantity and price
• The discount, if one was applied
• The total, and a thank-you footer with AskBiz branding

The layout is fixed today — there is no logo upload, colour picker, or custom footer message yet, so treat this as the current receipt design rather than something you configure per business.

Every send tries the itemised image first. If it can't be delivered — most commonly because AskBiz is mid-rollout on a new WhatsApp template still awaiting approval, occasionally due to a one-off delivery hiccup — AskBiz automatically falls back to a short text confirmation instead, showing the total, business name, date, and payment method. This happens server-side with no action needed from staff, and no sale is ever blocked waiting on it.

If WhatsApp can't deliver either version, the sale screen shows an error so staff can tap Resend or use print/email instead.

After completing a sale, the receipt screen offers a Send via WhatsApp option. Enter the customer's phone number (with country code) and tap Send. The itemised receipt (or its text fallback — see above) is delivered within seconds.

To speed up the process for regular customers, AskBiz remembers phone numbers linked to customer profiles. If the customer has purchased before and provided their number, it auto-fills. Staff can also skip the receipt entirely by tapping Done — sending is always optional and never automatic without customer consent.