Settings
Configure SMS, WhatsApp and Report Email Sending
Messaging powers digital receipts, credit reminders and campaigns. Provider setup must be tested before cashiers rely on it.
- Menu path
- Manage -> Messaging
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/settings_write.html Messaging tabs, frontend/static/script/js/modules/js/messaging.js, frontend/static/script/js/modules/js/whatsapp.js, frontend/static/script/js/modules/js/settings.js email_add form
Who Can Configure Messaging
The messaging script gates provider setup to super admins in the UI, and the server enforces the same rule. Keep provider credentials away from normal cashier accounts.
- Use a super admin account for provider setup.
- Use the shop's own SMS or WhatsApp provider account.
- Secret fields are not returned in clear text after saving.
- Leaving a saved secret field blank keeps the stored secret.
- Send tests before enabling receipt or reminder workflows.
Set Up SMS
- Open Manage -> Messaging.
- Stay on SMS & WhatsApp Providers.
- Switch on Enable SMS.
- Choose the provider.
- Enter provider fields from the shop's provider account.
- Enter the default template or notes if the provider requires approved templates.
- Save.
- Enter a test number with country code.
- Click Send test and confirm the message arrives.
Choose WhatsApp Mode
| Mode | Use when | Required setup |
|---|---|---|
| Scan on this machine | A local till machine acts as a linked WhatsApp device. | Device id, optional machine host/IP and QR connection. |
| Meta WhatsApp Cloud API | The business uses Meta-approved WhatsApp Cloud sending. | Access token, phone number id, API version, template name and language. |
| Disabled | Receipts or campaigns should not use WhatsApp. | Keep WhatsApp receipt and campaign channels off. |
Connect Local WhatsApp
- Open WhatsApp Connection.
- Enter a unique Device ID such as counter_01.
- Confirm the branch is selected before connecting.
- Click Connect WhatsApp.
- Scan the QR code from the shop's WhatsApp phone.
- Use Refresh to check status.
- When connected, send a test message before using receipts or campaigns.
- Disconnect only when the shop is ready to scan again later.
Report Email Settings
Report email settings can use the shop's own SMTP account or Posnic cloud email when SMTP fields are empty.
- SMTP host, port, username, password, from address and SSL must match the mail provider.
- Add every owner or accountant email address that should receive reports.
- Choose Daily, Weekly, Monthly or Yearly report type.
- Set Send Mail On only after a test confirms delivery.
- Use Reset if the form should return to the saved values.
Where Messaging Is Used
- SMS Receipt and WhatsApp Receipt in Core Settings expose receipt sending after sales.
- Customer Credit reminders use SMS or WhatsApp when reminders are enabled.
- Customer campaigns use SMS or WhatsApp audiences and message templates.
- Cashback vouchers can be printed or delivered by SMS/WhatsApp depending on settings.
- Provider failures should be checked before blaming cashier workflow.