Link your WhatsApp number once, then tell us what you need in your own words and get a PDF to forward to your client.
- Fund your wallet. Each receipt or invoice is paid from it, and only when the document is created.
- Open Receipts & invoices in your dashboard, choose WhatsApp and press Link a WhatsApp number. You get a short code.
- Send that code to the IdentifyOrg WhatsApp number, like: link K7M2QP. The code works once and lasts 15 minutes. If your account's verified phone number is the same as your WhatsApp number, you can skip this step.
- Tell us what you need, in your own words, for example: I need a receipt for my customer. English and Pidgin both work, and spelling mistakes are fine. The first time we ask for your business details (name, phone, bank account and so on) and save them.
- Put as much as you like in one message, for example: Receipt for Ada, 3 bags of rice at 45k each and 2 cartons of oil 30000, she paid by transfer. We read it back and ask only for what is missing, one question at a time.
- The first time, we send a picture of eight styles (Modern, Classic, Minimal, Corporate, Elegant, Bold, Compact and a narrow Thermal till roll). Reply with a number or a word, like 3 or the bold one. We remember it, and you can say change style any time.
- Change anything by saying it: make rice 50k, remove the oil, client is Ngozi, add 2 bottles of water at 500 each, VAT 7.5%.
- Read the summary and reply YES (yes abeg, go ahead and ok create it work too). The PDF and a picture arrive in the chat. Forward them to your client.
Handy words
- cancel: stop. restart: start again.
- same as last time but for Tunde: make another document like your latest one for someone else (again for Ada works too).
- profile: change your business details. history: your latest documents. balance: your wallet.
- continue: carry on with an unfinished document, or finish one that was waiting for you to fund your wallet.
Styles and colours
- Say preview before you confirm to get a picture of your document with a PREVIEW mark. Nothing is created or charged.
- Say use classic for this one (or make it elegant) to change the style of one document only.
- In your dashboard, open Receipts & invoices, then Styles: see every style drawn with your own details, choose your accent colour and turn on a faint watermark of your business name. The Business details tab shows a live preview as you type.
- To get an old document in another style, use Another style on the document in your list. It is only drawn again: the number, the total and the verification code stay the same and you are not charged.
If your wallet cannot cover a document, we keep everything you typed, show your balance and send a link to fund it. Reply continue afterwards. If we are unable to make or send a document, you are not charged.
Each document has a QR code and a verification page that shows only the business name, document number, date and total. Your client's details are never shown there. You can also make, download, resend and delete documents from the dashboard.
Documents are numbered in your own sequence (for example RC-0001 and INV-0001). Change the prefixes, add your logo and set the currency under Business details.
