Where do I view the WhatsApp notification that I’ve sent to my customers in Zoho Books?

You can view the sent WhatsApp notification in Zoho Books at three different levels.

At Transaction Level

  • Click the respective transaction in the Invoices or any other module.
  • Go to Comments & History at the top-right corner.
  • Click Show Details.

You can view the customer details and the status of the WhatsApp notification.

At Customer Level

  • Click the customer whose WhatsApp notification messages you want to view.
  • Navigate to the Mails & Messages tab.
  • Click the dropdown next to System Mails and select WhatsApp Messages.

You can view all the WhatsApp notifications and their statuses sent to this customer.

At Organization Level

  • Navigate to Reports on the left sidebar.
  • Scroll down to Activity and click WhatsApp Notifications.

You can also click View Report on the WhatsApp configuration page and view all the WhatsApp notifications sent from your organization.

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