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Send a document on WhatsApp

Send a customer a message about a document from inside Dafater.

WhatsApp must be connected to your system first. You cannot do this yourself: how it is connected, and whether you need your own WhatsApp business account: [TO CONFIRM].

Send a message

  1. Open a submitted document. Purchase invoices do not have this option.
  2. Select Send WhatsApp.
  3. Check the Mobile Number.
  4. Write your Message and send it.

Next: Add your items