SMS, WhatsApp and Daily Summary Settings
Invoay sends your customers messages automatically — a copy of their bill, appointment confirmations and reminders, package and membership updates and so on. These pages control what those messages say and whether they're sent.
How to open it: Settings › SMS and WhatsApp, then the page you want (or Settings › All settings)
Default SMS Settings
The ready-made SMS messages Invoay sends for everyday events. Type in the box under Store to find your store, and under Sms Identifier to find the message:
| Column | Meaning |
|---|---|
| Sms Identifier | Which event the message is for (for example, a new bill) |
| DLT Template ID | The ID of the approved template on the DLT portal (India) |
| Template | The message text. Words in curly brackets, like {FirstName}, are filled in for each customer |
| Is Free | Marks messages that are free of charge, where free messages apply to your account |
| Is Active | Untick to stop sending this message. It's the only column you can change here |
Click Save changes when you're done. You can't change the wording on this page; to use your own wording, see Custom SMS Settings below.
Feedback and referral messages, and the wallet message with a receipt link, start switched off. Tick them if you want them.
Default or custom messages? Each store sends from one list only. If Dlt Default Sms Enabled is ticked for the store in Store Settings, it uses this list. If it's unticked, the store uses Custom SMS Settings, and the ticks on this page have no effect for that store.
Custom SMS Settings
The same list, but here you can edit the message text and enter the DLT Template ID you received on the DLT portal. Keep the words in curly brackets, like {FirstName}, and click Save changes. A store only sends these messages when Dlt Default Sms Enabled is unticked in Store Settings.
Find and replace – need to change the same words in all of a store's messages (for example, your store name)? Open Find and replace in all of a store's messages, choose the store, type the words to find and the words to use instead, then click Replace words and confirm. Only that store's custom messages change. Capital letters must match exactly, and there's no undo, so to go back you replace the words the other way round.
⚠️ Please take care when editing. An incorrect template — or one that doesn't exactly match what's approved on DLT — may stop the SMS from being sent.
Promotional SMS Templates
Your own promotional messages, used when you send SMS to customers and for birthday and anniversary wishes.
Templates are shared by all your stores. Get the message approved on the DLT portal first, then click Add template and enter a Name, the DLT Template ID and the SMS Content exactly as approved. Remarks is optional. Tick Is Active and click Save changes. To stop using one, untick Is Active.
Templates can't be edited once saved — add a new one and deactivate the old one instead.
Appointment Reminder Settings
Remind customers before their appointment. For each store, set Number Of Minutes — how long before the appointment the reminder goes out, from 1 to 300 (5 hours) — tick Is Active, and click Save changes. A new store starts at 30 minutes, switched off.
To change the message itself, edit AppointmentDueMessage in Custom SMS Settings (the store must be set to use custom messages).
💡 Birthday Reminder Settings and Anniversary Reminder Settings are on this menu too — see Birthday and Anniversary Reminders.
WhatsApp Settings
🔑 Which pages you'll see:
- Settings › SMS and WhatsApp › WhatsApp Business (WABA) Settings is where you connect and manage the official WhatsApp Business (WABA) connection — see WhatsApp Settings.
- If your account doesn't use WABA, you'll also see Settings › SMS and WhatsApp › Default WhatsApp Settings: a list of the WhatsApp messages sent for each store, with a Template Preview of each. Untick Is Active to stop one, then click Save changes. The wording can't be changed here. Feedback and referral bill messages start switched off.
- If your business uses WABA but some stores are kept on default WhatsApp, those stores still see Default WhatsApp Settings. See Stores on default WhatsApp.
Day Summary WhatsApp
How to open it: Settings › Back Office › Day Summary WhatsApp
Get a summary of the day's business for all your stores on WhatsApp. The page shows the Chain owner number and any Additional phone numbers (for example your business partner or area manager) that also get the summary. To add or change an additional number, contact Invoay Support.
💡 Individual staff can also get a daily sales summary — switch on Daily sales summary on WhatsApp in their Rights. For a summary each time a till closes, add phone numbers under Till Closing Summary in Store Settings.
Day End Email
How to open it: Settings › Back Office › Day End Email
Every evening at 23:30 Invoay emails each store's closing summary (bills, sales by type, payments collected, new customers and messaging credits left) to the day end email saved in Store Settings. This page shows what happened to that email, store by store and day by day.
Each store's card shows what happened last:
| Result | What it means |
|---|---|
| Sent | The email went out. If it isn't in the inbox, look in spam or promotions, and check the address is spelt correctly |
| Failed | Invoay tried but the email couldn't be sent. The reason is shown on the row |
| Skipped | Invoay didn't try, because something was missing: no usable address, an expired licence or an inactive store |
| No email address set | The store has no day end email in Store Settings. Add one and the summary starts the same evening |
| Licence expired | Summaries stop while a store's licence is expired. Renew it and they start again the same evening |
The line under the result tells you what to do. Once it's fixed, click Send again on the card, pick the day, and the summary goes out at once to the address saved now. Use Change email addresses at the top of the page to open Store Settings.