Selling with WhatsApp: taking orders, sending receipts, following up customers
WhatsApp is already in your customers’ pockets. Used well, it becomes a tool for selling, service and follow-up, as long as every order ends up in your accounts.
A clear business profile
Use a number dedicated to the business, with name, photo, opening hours and address. A welcome message and an away auto-reply give a professional image.
Take orders cleanly
- Confirm every order in writing: products, quantities, total price.
- State the payment method (cash, Wave, Orange Money…).
- Give the preparation or delivery time.
- Record the sale in your management software as soon as it is confirmed.
Send the receipt on WhatsApp
The customer gets a clear summary of their purchase that they can find again. It helps in a dispute and makes a good impression. Kaislo lets you send the receipt straight through WhatsApp.
Chase credit politely
A short, friendly message with the amount and date reminds without offending. Send it at the first delay, not three months later.
Keep everything in your accounts
The WhatsApp trap is the forgotten sale: an order confirmed in a chat and never recorded. Get into the habit of recording each sale in Kaislo when you confirm it, so stock and accounts stay right.
Sales, stock, customer credit and evening accounts in one place, on phone or computer. 30-day free trial.
Selling with WhatsApp: taking orders, sending receipts, following up customers
Can you send a sales receipt by WhatsApp?
Yes: Kaislo prepares the sale summary and opens it in WhatsApp, ready to send to the customer.
How do you avoid forgetting a sale taken on WhatsApp?
Record it in your management software as soon as the order is confirmed, before preparing it.