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
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