SYSTEM: ONLINE • Simple Monthly Cloud Subscription • LIFETIME FREE SOFTWARE UPDATES INCLUDED! View Plans →
Official Knowledge Base & Documentation

Munim POS Documentation

Comprehensive operational manuals, cashier guides, and technical documentation for all built-in and advanced custom modules.

Home / Documentation / Customer CRM & Marketing
Customer CRM & Marketing • Custom Module

Automated WhatsApp Digital Invoicing & Customer CRM

Save on thermal paper rolls by automatically delivering official branded PDF invoices to customer WhatsApp with built-in loyalty points and ledger reminders.

Paperless Green Billing

Saves up to ₹1,500/month per counter on thermal paper rolls while building an authentic 100% verified customer database.

How Automated WhatsApp Billing Works

When finalizing a sale at the POS counter, the cashier enters the customer mobile number (or scans their member barcode). Upon clicking Save & Send WhatsApp (F8):

  • The customer receives an instant WhatsApp message from your business with your store name, invoice number, and bill total.
  • A direct link to download their official GST PDF invoice is included.
  • Their earned reward loyalty points and current point balance are displayed.

Customer Ledger (Khata) Balance Reminders

For B2B customers, regular neighborhood patrons, or credit account holders: navigate to Contacts → Customers → Send Payment Reminder. Munim POS sends an automated WhatsApp statement showing total credit balance and UPI payment link.

Last updated for Munim POS v2026. Lifetime free updates included.