WhatsApp Subscription


The WhatsApp subscription allows merchants to subscribe for available WhatsApp messaging plans (Transactional & Promotional). So that merchant can send messages to the customers upon the invoicing.

To navigate to the Whatsapp Subscription, user needs to select Side Menu-->Configuration-->Application Settings and select Whatsapp Notifications Tab.

On selecting Whatsapp Notifications tab below are the options displayed as per the screenshot.


                                                                        (Figure 1 - WhatsApp Notifications Screen)


How to configure WhatApp Notifications?

1.Click on Subscribe Now.

2.Choose the currency as INR or USD toggle button at top right corner

3.Select Quantity as required for WhatsAPP Transactional SMS or WhatsaApp Promotional SMS.

4.Click on Buy Now.


Below is the screenshot after selecting Subscribe Now button.


                                                                              (Figure 2 - WhatsApp Subscription Screen)


On selecting Buy Now option system redirects to the Payment options


                                                                                           (Figure 3 - Payment Options)


On selecting G Pay oprion system displays a QR code for the Payment.



                                                                                       (Figure 4 - Payment via QR code)


After successful payment system will display a pop message as Subscription successfull.



                                                                               (Figure 5 - Subscription Successfull)

On selecting Ok all the fields related to whatsapp subscription will be displayed.


                                                                (Figure 6 - Fields related to Whatsapp Subscription)


Notification Types 

Overview

The Notification Subscription screen allows users to manage transaction-based notification services for a specific branch. From this screen, users can:

  • Enable or disable transactional notifications
  • View subscribed transaction limits
  • Monitor available transaction balance
  • Purchase additional notification credits
  • Select which business events should trigger notifications


Navigation

Path:
Masters → Administration → My Organization  → Integrations


Branch Selection

At the top of the screen, the selected branch is displayed.

Example:
Special 9 

All subscription settings and balances apply only to the selected branch.


Transactional Notification Subscription

Transactional Toggle

Field

Description

Transactional

Enables or disables transactional notifications for the branch
  • When enabled, notifications will be sent for selected events.
  • When disabled, no notifications will be triggered even if event types are enabled.


Transaction Balance Details

Field

Description

Total Transaction Subscribed

Total number of notification credits purchased

Transaction Balance

Remaining available notification credits

Balance

Quick view of remaining credits under Transactional section


Note:
Each notification sent consumes one transaction credit.


Buy Transaction Credits

Button

Description

Buy

Purchase additional notification credits

Use this option when the transaction balance is low or exhausted.


Enable Notification Types

This section allows users to choose which business events will trigger notifications.

Available Notification Types

Notification Type

Description

Sales Invoice Notification

Sent when a sales invoice is generated

Sales Order Notification

Sent when a sales order is created

Order Delivery Notification

Sent when an order is delivered

Payment Reminder Notifications

Sent to remind customers of pending payments

Sales Return Notification

Sent when a sales return is processed

Payment Confirmation Notification

Sent after successful payment

Wallet Redemption Notification

Sent when wallet balance is redeemed

Due Invoice Notification

Sent for invoices nearing or exceeding due date

Estimate Notification

Sent when a sales estimate is created

Loyalty Points Notification

Sent for loyalty point earn or redemption


Enabling or Disabling Notifications

  • Toggle ON to activate a notification type
  • Toggle OFF to stop notifications for that event
  • Only enabled notification types will consume transaction credits


Save Configuration

Action

Description

Save

Saves all subscription and notification settings



⚠️ Important:
Changes are applied only after clicking Save.


Key Notes & Best Practices

  • Ensure sufficient Transaction Balance to avoid failed notifications
  • Disable unused notification types to conserve credits
  • Monitor balance regularly for uninterrupted service
  • Subscription settings are branch-specific


Summary

The Notification Subscription module provides complete control over transactional notifications by:

  • Allowing granular event-level notification management
  • Offering visibility into usage and balance
  • Supporting easy credit purchase and configuration


From the above screenshot on selecting Buy More system will redirect to the payment options and redirect to the Payment gateway and on selecting below notifucations to enable and select save system will displayed those notifucations which are configured.

Note-Once the setup is complete as per the configuration in enable notifications type, WhatsApp messages will be sent to your customers automatically whenever you create a transaction in the system.