Settings

Configure and Test the Shop's SMS Provider

Posnic sends through an SMS account owned by the shop. Provider credentials, sender identity and any approved template must work before receipts, reminders or campaigns rely on SMS.

Menu path
Manage -> Messaging -> SMS & WhatsApp Providers -> SMS provider
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/modules/settings_write.html SMS provider card, frontend/static/script/js/modules/js/messaging.js, api/src/services/sms-providers.js, api/src/routes/messaging.routes.js

SMS provider setupLive Posnic demo rechecked 2026-09-04. The provider list and credential fields are available only to a super admin.

Before You Start

  • Sign in as a super admin; normal cashiers cannot view or change provider credentials.
  • Open the provider account separately and confirm its sender number or sender ID is approved.
  • For India DLT providers, register the sender and message template with the provider before entering the Template or Flow ID in Posnic.
  • Prepare a phone number you control, including its country code, for the delivery test.
  • Keep SMS disabled until the saved configuration passes a real test.

Choose the Right Provider

Provider groupExamples in PosnicImportant setup
GlobalTwilio, Vonage, Plivo, Infobip, Brevo, MessageBird, Sinch, Telnyx, ClickSendUse the account credentials and approved sender supplied by that gateway.
IndiaMSG91, Textlocal, Gupshup, Kaleyra, 2Factor, Fast2SMSDLT-controlled routes may require an approved sender and exact template or flow identifier.
RegionalAfrica's Talking, Termii, Unifonic, ZenviaUse the correct regional endpoint, sender and account key.
Other gatewayCustom / Other (HTTP)Supply the send URL, method, authorization value, body type and a body template using {to}, {from} and {message}.

Save and Test SMS

  1. Open Manage -> Messaging and stay on SMS & WhatsApp Providers.
  2. Turn on Enable SMS and choose the provider.
  3. Complete every required field shown for that provider.
  4. Enter the approved default template or notes when the provider requires template-controlled content.
  5. Click Save. Secret values are stored server-side and return as a saved placeholder, not readable text.
  6. To preserve an existing secret during a later edit, leave its blank saved-secret field unchanged.
  7. Enter the controlled test number with country code and click Send test.
  8. Confirm arrival on the phone and record the provider message ID or provider log before enabling SMS receipts or campaigns.

When a Test Fails

  • A missing provider or required credential is rejected before sending.
  • An India template mismatch must be corrected in the provider account or Posnic template/flow value; changing free text alone will not approve it.
  • Check whether the destination includes the correct country code and whether the provider expects a leading plus sign.
  • Check provider balance, sender approval, DLT status, API restrictions and the provider's own delivery log.
  • The public demo blocks outbound messaging, so perform the delivery proof in the shop's own account.

Related Manual Pages

Settings Messaging Messaging powers digital receipts, credit reminders and campaigns. Provider setup must be tested before cashiers rely on it. Settings Credit Rules Customer Credit lets trusted customers buy now and pay later, with default limits, terms and reminder controls. Settings Customer Campaigns Campaigns send approved messages to an audience selected from customer and loyalty data. Preview and dry run are mandatory operational checks before a real send or schedule. Sales Receipt Print and Send Receipt handling starts before Save with the tender preview, continues after Save with print/send buttons, and remains recoverable from Sales History.