How to Share an Invoice with the User Manually
🎯 Purpose:
To help the support team quickly share an invoice with the customer in case they request it via WhatsApp, call, or email.
🪜 Step-by-Step Process
🔍 Step 1: Locate the Order
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Go to Admin Panel → Orders → All Orders
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Search using Order ID, Customer Number, or Device Model
📄 Step 2: Download the Invoice
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Once the order is located, scroll to the Invoice section
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Click Download Invoice (PDF)
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The invoice will have:
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Order ID
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Customer Name
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Pickup Date
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Device Details
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Final Payout Amount
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GST (if applicable)
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📤 Step 3: Share via Preferred Channel
Depending on how the customer reached out:
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WhatsApp: Upload PDF and send with message:
“Hi, here’s your invoice for your recent Cashkr order. Let us know if you need anything else.”
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Email: Subject: Your Cashkr Invoice – Order #[XXXX]
Body:
“Dear [Customer Name],
Please find attached the invoice for your recent device sale with Cashkr.
Regards,
Team Cashkr”
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SMS (If Needed):
“Hi, your Cashkr invoice is ready. Please check your WhatsApp or email for details.”
📝 Step 4: Note It in CRM or Ticket (Optional)
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If user had raised a CX Genie ticket for invoice → Close the ticket
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If call/WhatsApp-based request → Add an internal note in CRM:
“Invoice shared manually on [channel] – Order #[ID]”
✅ Best Practices
|
✅ Do |
❌ Don’t |
|---|---|
|
Always check order before sharing invoice |
Don’t send invoice for wrong user |
|
Confirm channel preference (WhatsApp/Email) |
Don’t ignore invoice requests |
|
Add note for internal tracking |
Don’t share invoice in unsupported format |