WhatsApp / SMS Reports
Keep track of the messages you send to customers and your message balances.
How to open it: Reports › WhatsApp / SMS
| Report | What it shows | When you'll see it |
|---|---|---|
| SMS Transaction Report | Every SMS sent: store, phone number, subject, message, credits consumed, sent date and delivery status. Choose your dates and click Show messages | Always |
| WhatsApp / SMS Recharge | Every time credits were added to a store: the quantity added, the date and the Recharge Type (SMS or WhatsApp). The total row adds both types together, so filter by type for a useful figure | Always |
| SMS Current Balance | SMS credits left in each store | Always |
| WhatsApp Current Balance | WhatsApp credits left in each store. Stores that send from the same WhatsApp number share one balance: each of them shows it, the Status column says which stores share the number, and the total counts it once | Always |
| SMS Campaign Report | SMS campaigns waiting for approval | 🔑 Only if SMS Campaign Approval is on |
| Scheduled SMS Report | Campaigns scheduled to go out later | 🔑 Only if Scheduled SMS is on |
Recharging
When a store is running low, the Dashboard reminds you with a Recharge now button. You can also click Recharge on the WhatsApp / SMS Recharge, SMS Current Balance and WhatsApp Current Balance pages. On the Recharge Options page you'll see only the tabs your account uses:
- an SMS pack,
- a WhatsApp pack, or
- a top-up of your Invoay WhatsApp Wallet — choose the store and the number of credits, and you'll see the total including taxes and platform fees.
Pick an option, choose the Store, check the price, tick the box to agree to the terms, and click Pay securely. The credits are added to that store.
If you see a message asking you to fill in your phone numbers and email first, add the store owner phone, company phone and email in Store Settings, then try again.
SMS Campaign Report
🔑 Only if SMS Campaign Approval is switched on for your account.
With approval switched on, bulk SMS campaigns wait here before they're sent — so an owner or manager can check them first. You'll see each campaign's store, title, template, whether an unsubscribe option is included, the date it was added, the store's available credits, and the scheduled date and time slot.
Look for rows with the status Queued, check the template, store, date and that there are enough credits, then click Accept Campaign to send it, or Reject Campaign to stop it.
- Accepted with no date — it's sent straight away.
- Accepted with a date and time slot — it moves to the Scheduled SMS Report. Keep enough credits until then.
- Rejected — it won't be sent, and it can't be accepted later.
Bulk SMS can only go out during a daily sending window. If you're told so, accept the campaign again during the hours shown.
Scheduled SMS Report
🔑 Only if Scheduled SMS is switched on for your account.
Campaigns set to go out later, with the store, title, template, created date, scheduled date, time slot and number of customers. Changed your mind? Click Cancel Campaign. A campaign can't be cancelled once it has started (InProgress), or in the last 30 minutes before it starts.