Configure WhatsApp messaging
To configure WhatsApp messaging, start with settings access and verified Business Account, branch, user, or configuration details. In Admin, select branch, toggle bill after payment, toggle order ready, and toggle supplier purchase order. Settings can affect every user or branch in scope, so review the selected Business Account and branch before saving.
Before you start
- Settings access and verified Business Account, branch, user, or configuration details
- Confirm whether the change is personal, Business Account-wide, or branch-specific before saving
Steps
- Open the WhatsApp section in Settings and select the branch before changing message events.
- Review each independent event toggle: bill after payment, order ready, supplier purchase order, credit payment link, occasion, or overdue reminder.
- Enable or disable only the intended event; do not assume one toggle changes the others.
- Save once, wait for confirmation, and reselect the branch to verify the persisted event settings.
Expected result
Each supported WhatsApp event shows its own saved enabled or disabled state for the selected branch. One event toggle does not change another, and a failed save leaves the prior branch configuration intact.
Permissions
- Settings requires settings.read to open; saving branch WhatsApp event configuration requires the mounted settings-write authorization.
Troubleshooting
The wrong branch or event settings appear.
Stop before toggling, reselect the intended branch, and wait for its current events to load. Verify each event independently rather than copying assumptions from another branch.
A toggle is not saved.
Keep the branch and event visible, retry the save once after a clear failure, then reselect the branch to verify. Report the event, branch, old state, intended state, and error without phone numbers or message content.
Related articles
Update verified Business Account identity, regional, or tax settings and confirm the saved values.Manage branches
Create or maintain a branch, review its tabs separately, and assess operational impact before deactivation.Manage team members and invitations
Invite or maintain a team member using the correct email, role, and allowed branch scope.
Open in TajerGo
Sign in with the appropriate role and confirm your Business Account and branch before continuing.
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Last reviewed 2026-09-06 · Send documentation feedback