Settings
Create, Test, Edit and Delete WhatsApp Message Templates
Templates make common WhatsApp messages consistent. Posnic supports named Sales Receipt and Payment Reminder templates with controlled variables and a separate test-message workflow.
- Menu path
- Manage -> Messaging -> WhatsApp Connection -> Template or Test Message
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html whatsapp-template and whatsapp-test, frontend/static/script/js/modules/js/whatsapp.js, api/src/controllers/whatsapp.controller.js, api/src/models/whatsapp-template.model.js
Create a Template
- Open Manage -> Messaging -> WhatsApp Connection -> Template.
- Click Add New Template.
- Enter a clear internal Template Name.
- Choose Sales Receipt or Payment Reminder when its default structure is useful.
- Write the message and keep it within the 1,000-character limit.
- Use only the supported variables shown in the form.
- Save Template, then review its message and creation date in the table.
Sales Receipt Variables
| Variable | Rendered value |
|---|---|
| {customer_name} | The customer attached to the sale. |
| {sale_id} | The saved Posnic bill or sale identifier. |
| {sale_date} | The sale date used in the receipt message. |
| {total_amount} | The final sale total. |
| {company_name} | The shop or company identity. |
| {items_list} | The receipt item summary generated for the sale. |
Test Before Operational Use
- Confirm the WhatsApp connection reports connected.
- Open Test Message.
- Enter the destination country code and phone number without a plus sign, for example 919876543210.
- Select a saved template or enter a custom test message.
- Review the 1,000-character counter and click Send Test Message.
- Confirm the received text, substituted values and links on the destination phone.
- Edit the template and repeat the test when wording or variables are wrong.
Edit or Delete
- Edit keeps the template identity while changing its name, type or message.
- Delete requires confirmation and removes the reusable option from future sends.
- Do not delete a template that staff still select during receipt or reminder workflows until its replacement is tested.
- A Posnic local template does not by itself create or approve a Meta Cloud API template; Meta approval is a separate requirement.