Take website orders paid by EFT

WhatsApp orders and website orders

• On WhatsApp: the customer's order arrives on your WhatsApp as a message. You confirm it and send them your payment details.
• On your website, paid by EFT: the customer places the order on your website and gets an invoice by email with your bank details. You mark it paid when the money is in, and they get a confirmation.

With both on, customers choose for themselves: “Order and pay by EFT” or “Order on WhatsApp”.

Add your bank details

Ordering on your website waits for your bank details: until you add them, customers order on WhatsApp.

1. 1WhatsApp us “back office link: bank details”, and tap the link.
2. 2Fill in your bank, the account holder, the account number, the branch code and the account type.
3. 3Tap Save. Customers can now order and pay on your website.

For safety, bank details are only changed in your back office, and we email you whenever they change. That's where your customers' money and messages go, so a message from a lost or borrowed phone must never be enough to change them.

When an order comes in

• The customer gets an invoice by email, with your bank details and the invoice number to use as the reference.
• You get an email with the order, and a WhatsApp from us: “New order on your website…”.
• The order waits under Sales → Website orders until you mark it paid. Its items come off your stock straight away.

The WhatsApp about each order costs about R0.17 of your AI credit (nothing when you've messaged us in the last day). Switch it off, or have it sent to the shop's other owners too, under More → Team & channels.

Mark it paid

Once the money is in your account, send us the invoice number with “paid”, or mark it paid in your back office. We email the customer straight away that their order is confirmed.

Marking an order paid can't be undone, so check your bank first.

Orders not paid in 7 days

An order that isn't paid within 7 days is cancelled by itself: its items go back into stock, and the customer gets an email saying so.

Cancel an order

Customer changed their mind? Ask the assistant to cancel the order, with its invoice number. It asks you to confirm, puts the items back into stock and emails the customer. You can also cancel it in your back office.

Questions