Sending a payment receipt to your customer



After recording a payment on a sales invoice in Wafeq, you can send a payment receipt to the customer to confirm the amount received. In this guide, we’ll walk through how to send the receipt by email or WhatsApp, step by step.

Steps to Send a Payment Receipt to the Customer

Go to Sales from the main menu, then click on Sales Invoices.

Make sure the view is set to "Table", then click on the invoice you want to send to the customer.



Click the Send receipt button.



Sending via Email

After clicking the Send button, make sure the active tab is Send by Email.

Customize the message using plain text along with placeholders that reflect data stored in your account, then click Send by Email.



The email will then be delivered to the customer immediately, as shown below.



Sending via WhatsApp

After clicking the Send button, make sure the active tab is Send by WhatsApp.

Customize the message text, then click Send by WhatsApp.



You’ll be redirected to the WhatsApp app or WhatsApp Web, where you can select the customer’s contact and send them the message.