Whatsapp auto-sharing is a paid feature, please do make sure this feature is inclusive in your plan.


It only shares the invoices created in your Tally/Busy software to your debtors over whatsapp through credflow registered number.


If you have paid for WhatsApp Auto sharing make sure the following settings are updated:


1. Your organisation is synced with CredFlow application

2.⁠ ⁠Invoice autosharing is enabled in your application 



For Web

Step 1  : Open app.credflow.in in chrome

Step 2 : User should be logged in from his Admin id and not the user id (you will only be able to configure these setting form your main Admin Login)

Step 3 : Go to Setting icon that is placed on the upper right corner of your web app stats 

Step 4: Scroll down to a section Reports to be shared with Debtors and turn on the toggle

Note : In your settings called Auto share time settings and click on Configure Timings and set timings accordingly


Step 5: After clicking on configure settings a panel will open with multiple toggles switches switch the Invoice toggle on and choose the time at which you want to share the Invoices  (By default the time is 5:00 pm for the invoices to be shared) , You can also share the invoice a day after creating the invoice by switching on the toggle for next day  and click on save 




For Mobile app :

1.⁠ ⁠Open your credflow application in your mobile phone device

2. Go to side menu

3.⁠ ⁠Go to settings and tap on Reports to be shared with Debtors

4.⁠ ⁠Navigate to Invoice Auto sharing and turn on the toggle.



If you did not find this helpful please reach out to us at support@credflow.in