Share your catalogue, give your CA access, and what Self Checkout is

Share your product catalogue on WhatsApp, give your accountant read-only access, and understand that Self Checkout is a demo for now.

The Channels menu has two items, WhatsApp Catalog and Self Checkout. Your accountant gets read-only access from the Admin Dashboard. This article is honest about what each can and cannot do today.

Share your catalogue on WhatsApp (Beta)

This shares your product list as a message. Customers cannot order or pay inside WhatsApp. Orders are not captured automatically. Customers reply and you enter the order yourself.

  1. Be online. Go to Channels > WhatsApp Catalog.
  2. Under Product Catalog, tap Generate Catalog.
  3. Tap Preview to see how it looks.
  4. Optional: switch on Hide Prices in HTML before generating the catalog. This hides prices in the HTML preview and download only; WhatsApp messages still include prices. A Clearance Campaign may show prepared slow stock; nothing is sent automatically.
  5. Tap Share on WhatsApp, or Copy Message to paste it yourself. Download HTML saves a copy.
  6. When a customer replies, create the order in InvoBill as a normal invoice or sales order.

Self Checkout is a demo

Do not use Self Checkout for real sales. The screen shows a sample QR code and a Confirm Payment (Demo) button. It says Payment Verified but it records no sale, creates no invoice and does not change stock. Use Quick Sale or Invoices for real billing.

You can use it to see how a self-service flow could feel. A customer opens the link, enters a registered phone number, and builds a cart from your products.

Give your CA read-only access

The CA sees your ledgers, invoices and GST reports without a login and cannot change anything. Every access is logged.

  1. Be online as an administrator. Go to Settings & Admin > Admin Dashboard and open CA Portal Admin.
  2. Tap Generate Magic Link. Type the CA Name. Add their Email if you want (optional).
  3. Choose the Link Validity: 1, 3, 7, 14 or 30 days.
  4. Create the link and copy it. Send it to your CA yourself.
  5. Under Access Tokens you can see each link as Active, Expired or Revoked. Extend a link by +24 Hours, +48 Hours or +7 Days, copy it again, or revoke it at once.
  6. The CA portal access events list shows who opened it and when.
Revoke the link when the work is done. The CA portal needs internet.