integrations

Where do I view the WhatsApp notification that I’ve sent to my customers in Zoho Books?

You can view the sent WhatsApp notification in Zoho Books at three different levels.

At Transaction Level

  • Click the respective transaction in the Invoices or any other module.
  • Go to Comments & History at the top-right corner.
  • Click Show Details.

You can view the customer details and the status of the WhatsApp notification.

At Customer Level

  • Click the customer whose WhatsApp notification messages you want to view.
  • Navigate to the Mails & Messages tab.
  • Click the dropdown next to System Mails and select WhatsApp Messages.

You can view all the WhatsApp notifications and their statuses sent to this customer.

At Organisation Level

  • Navigate to Reports on the left sidebar.
  • Scroll down to Activity and click WhatsApp Notifications.

You can also click View Report on the WhatsApp configuration page and view all the WhatsApp notifications sent from your organisation.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.