WhatsApp Integration

Bharat Studio connects directly with WhatsApp for three key workflows: sending UPI payment QR codes to customers who are not in-store, delivering invoices after checkout, and sharing product information as click-to-chat links. No WhatsApp Business API account is required — it works through the standard WhatsApp Share feature on your phone.

stepByStep

Send a payment QR code via WhatsApp

During POS checkout, select "UPI" as the payment method. Tap "Share QR via WhatsApp". WhatsApp opens with the QR image pre-attached and a message showing the payable amount. Select the customer's contact and tap Send.

Add screenshot — wa-upi-qr-share

Send an invoice after checkout

After completing a POS order, tap "Send Invoice on WhatsApp". The app opens WhatsApp with the invoice pre-formatted as a text message — listing items, quantities, prices, discounts, taxes, and total. Select the customer and send.

Add screenshot — wa-invoice-send

Copy invoice as text

If the customer prefers SMS, email, or another app, tap "Copy Invoice" instead. The full invoice text is copied to your clipboard. Paste it anywhere.

Add screenshot — wa-invoice-copy

Share a product via WhatsApp

In your product catalog, open any product and tap the Share icon. Tap "Share via WhatsApp". WhatsApp opens with a pre-written message including the product name, price, and a link to the product on your Brand Portal (if published).

Add screenshot — wa-product-share

Use click-to-chat links

In Brand Portal and product pages, your WhatsApp number appears as a click-to-chat link (wa.me link). When customers tap this link on your portal, WhatsApp opens with a pre-filled message "Hi, I am interested in [product name]" so you never miss a lead.

Add screenshot — wa-click-to-chat

Resend a past invoice

Go to POS → Orders, open any completed order, and tap "Send Invoice on WhatsApp". This resends the same invoice to the customer's saved WhatsApp number. Useful when a customer loses the original message.

Add screenshot — wa-resend-invoice

proTips

•Always save the customer's WhatsApp number (not just their mobile number) when creating their profile — some customers use a different number for WhatsApp.

•For walk-in customers whose number you do not have saved, use "Copy Invoice" and read the total aloud — then they can ask you to send it later.

•The invoice sent via WhatsApp includes your shop name, address, and GSTIN — make sure these are filled in Settings → Company before your first sale.

•Product share links are more effective when the product has a clear title and at least one good image — AI enrichment helps here.

•Click-to-chat links in your Brand Portal work even if you do not have a WhatsApp Business account — regular WhatsApp works.

frequentlyAskedQuestions

allHelpTopics

stillNeedHelp contactSupport