How do I send a Thank you note through WhatsApp when my customer pays?

To send a thank you note through WhatsApp notification,

• Go to Sales and select Payments Received.
• Click + New at the top-right corner and enter the necessary details.
• Select the contact persons to whom you want to share the thank you note from the Share payments received with dropdown and click Save and Send.
• In the screen that follows, verify the Message Template and Contacts, and click Send.

To send a WhatsApp notification for existing payments,

• Go to Sales and navigate to Payments Received.
• Select the payment for which you want to share the thank you note.
• Select WhatsApp Message from the Send dropdown.
• The contact person and the message template will be auto-populated in the following Send WhatsApp Message pop-up.
• Click Send.

The thank you note will be sent to the respective contacts.