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WhatsApp Business Catalog & Shopping Guide

The WhatsApp Business Catalog is a built-in shop inside WhatsApp itself. Customers can browse your products or services, add items to a cart, and place orders—all without leaving the chat. No website needed, no redirects, no complicated checkout. Everything happens in WhatsApp, making it frictionless for mobile-first customers.

This guide covers creating your catalog, organizing products, managing inventory, sharing with customers, and handling orders through WhatsApp.

What is the Catalog Feature?​

The WhatsApp Business Catalog is a digital storefront built directly into your WhatsApp Business account. It's a simple way to showcase your products or services without needing an expensive e-commerce website.

What the catalog does​

  • Shows products visually: Photos, descriptions, and prices in one place
  • Eliminates back-and-forth: Customers see prices and details instantly (no need to ask "How much?")
  • Streamlines orders: Customers add items to cart and place orders within WhatsApp
  • Reduces friction: No redirects to external websites or payment gateways
  • Works for any business: Retail stores, restaurants, salons (services), e-learning, digital products
  • Mobile-first: Perfect for customers who live on their phones

Who should use the catalog​

✅ E-commerce & retail: Boutiques, bookstores, jewelry, electronics
✅ F&B: Restaurants, cafes, bakeries (show menu items)
✅ Services with fixed prices: Salons (haircuts, treatments), fitness (membership tiers)
✅ Digital products: Courses, templates, e-books
✅ Handmade goods: Crafts, custom items, Etsy-style sellers
✅ Real estate: Property listings (price, size, location)
✅ Local delivery: Groceries, food delivery, pharmacy items

❌ NOT ideal for: Highly customized services (custom consulting, bespoke tailoring) where price varies per customer

How the catalog looks to customers​

When a customer visits your catalog, they see:

  • Your business name and logo
  • Product grid: Photos, names, prices at a glance
  • Collections: Organized categories ("Summer Collection", "Best Sellers", etc.)
  • Search: Find products by name or keyword
  • Product details: Tap a product to see full description, price, and options
  • Add to cart: Tap products to add to their cart
  • Checkout: Review cart, place order with their details

Example customer experience:​

Customer opens your chat
Sees a catalog button or link
Browses your store (looks like Instagram grid)
Finds a dress they like
Reads description: "Blue summer dress, cotton, sizes XS–XL"
Sees price: ₹1,499
Adds to cart
Browses more items, adds 2 more
Clicks "Proceed" or "Checkout"
Submits order with delivery address
You receive the order in your WhatsApp inbox

What you can sell via catalog​

Physical products:​

  • Clothing, accessories, jewelry
  • Books, stationery
  • Beauty products, cosmetics
  • Home décor, furniture
  • Electronics, gadgets

Services with set pricing:​

  • Haircuts, facials (fixed-price services)
  • Fitness class passes
  • Yoga session packs
  • Consulting hours

Digital products:​

  • E-books, templates
  • Online courses, coaching packages
  • Design files, graphics
  • Software licenses

Food & beverage:​

  • Restaurant menu items
  • Bakery items
  • Grocery items
  • Meal plans

What you CAN'T easily sell via catalog​

Variable-price services:​

  • Custom tailoring (price depends on fabric, complexity)
  • Consulting (price depends on duration, expertise)
  • Design services (custom quotes needed)

These work better with one-on-one chats where you discuss details and provide a custom quote.

Create and Add Items to Your Catalog​

Setting up your catalog involves creating products and entering details like price, description, and photos. Let's walk through the entire process.

Prerequisites before you start​

Before creating a catalog, have this information ready:

For each product:

  • Product name: "Blue summer dress", "Espresso", "Haircut (short)"
  • Price: ₹500, ₹1,499, etc.
  • Description: "Lightweight cotton, available in XS–XL", "Freshly brewed, hot"
  • Photos: High-quality images (square or landscape, at least 500×500 pixels)
  • Category/collection: "Dresses", "Beverages", "Hair services"
  • SKU or product ID (optional): Internal identifier if you use one

Gather photos:

  • Product photos (front, side, detail shots)
  • Clear, well-lit images
  • Avoid blurry or unprofessional photos
  • Square images work best (1:1 ratio)

Steps to create your catalog​

  1. Open WhatsApp Business Settings
    Go to Settings (gear icon, bottom right)
    Look for "Catalog", "Products", or "Shop"
    Tap "Create catalog" or "Set up catalog"
  2. Name your catalog
    Enter a name for your catalog (internal, customers don't see this usually)
    Examples: "Summer 2025", "Main Store", "Menu"
    Tap "Next" or "Create"
  3. Add your first product
    Tap "Add item" or "+" icon
    You'll see a form to fill in product details
  4. Fill in product information
    • Product name: Enter the exact name: "Blue cotton dress"
      Be descriptive but concise
      Avoid ALL CAPS or special characters
    • Price: Enter the selling price: 1499
      Make sure it's accurate (don't underprice by mistake)
      Currency is usually auto-detected to your country
    • Description: Write a brief, compelling description (100–200 characters ideal)
      Include key details: material, size, color, features
      Example: "Lightweight cotton dress, perfect for summer. Available in XS–XL. Machine washable."
      Avoid overly long descriptions (customers won't read)
    • Product category: Choose or create a category
      Examples: "Clothing", "Summer collection", "Dresses"
      This helps organize your catalog
    • SKU (optional): Internal product code (if you use one)
      Example: "BLUE-DRESS-001"
      Helps you track inventory
      Customers don't see this
    • Product image: Tap "Add image" or "Upload photo"
      Choose from your phone's gallery
      Select a clear, professional photo
      Crop if needed (aim for square)
      Tap "Use photo" or "Done"
    • Multiple images (if supported): Some versions let you add 3–5 images per product
      Add front, side, and detail shots
      Customers can swipe through images
  5. Save the product
    Review all details
    Tap "Save" or "Add product"
    The product is now in your catalog
  6. Add more products
    Repeat steps 3–5 for each product
    Add all your inventory at once (or gradually)
    You can edit later if prices or details change

Example products for different businesses​

Fashion boutique:​

FieldExample
NameBlue Summer Dress
Price1499
CategorySummer collection
DescriptionLightweight cotton dress, perfect for summer. Sizes XS–XL. Available in blue, pink, white. Machine washable.
ImageClear product photo, full-length view

Restaurant:​

FieldExample
NameButter Chicken with Naan
Price399
CategoryMain courses
DescriptionTender chicken in creamy tomato butter sauce. Served with 2 garlic naan and rice. Serves 1–2 people.
ImageAppetizing food photo

Salon:​

FieldExample
NameHaircut (Long Hair)
Price600
CategoryHair services
DescriptionProfessional haircut including wash, cut, and styling. Duration: 45 mins. Book in advance.
ImageBefore/after photo or styled hair

E-learning:​

FieldExample
NameYoga Beginner Course (4 weeks)
Price1999
CategoryOnline courses
Description4-week beginner yoga course. 3 sessions per week (30 mins each). Includes video access + PDF guide.
ImageCourse preview image or instructor photo

Pro tips for adding products​

  • Use clear, professional photos: Bad photos hurt sales. Invest in good lighting.
  • Be specific with descriptions: "Red dress" vs. "Crimson cotton dress with lace trim, size S–M"
  • Price accurately: Don't leave room for confusion. ₹1,499 not ₹1,500 (be exact)
  • Avoid keyword stuffing: Don't write "dress dress dress cheap dress" (looks spammy)
  • Include key details: Size, color, material, warranty, return policy (if applicable)
  • High-quality images: Square photos (1:1) are ideal; landscape works too
  • Update regularly: When items sell out, delete or mark as unavailable
  • Test before launch: Add a few products and test the catalog with a friend before promoting widely

How to Organize Items into Collections​

Collections are categories within your catalog. Instead of showing 200 products in one long list, you organize them into groups: "Summer collection", "Best sellers", "On sale", etc. This makes browsing easier and increases the chance customers find what they want.

Why collections matter​

  • Better browsing: Customers don't scroll through 200 items; they find their section
  • Highlight bestsellers: Create a "Popular items" collection so new customers see your best stuff first
  • Seasonal organization: "Winter coats", "Summer dresses" make sense seasonally
  • Increase discovery: Organizing by use case ("Gifts under ₹500") can drive sales
  • Professional appearance: Organized catalog looks more legitimate and trustworthy

Types of collections​

  • By product type: "Dresses", "Shirts", "Accessories" (for fashion) / "Appetizers", "Main courses", "Desserts" (for food) / "Hair services", "Skin treatments", "Wellness" (for salon)
  • By season or trend: "Summer collection", "Winter essentials", "New arrivals" / "Flash sale", "Clearance", "Best sellers"
  • By price range: "Under ₹500", "₹500–1000", "Premium (₹1000+)"
  • By use case: "Gift ideas", "Fitness gear", "Work-from-home essentials"
  • By customer segment: "For women", "For men", "Kids' stuff"

Steps to create collections​

  1. Open catalog settings
    Go to Settings → Catalog or Products
    Look for "Collections" or "Categories"
    Tap "Create collection" or "New category" or the "+" icon
  2. Name your collection
    Enter the collection name: "Summer dresses", "Best sellers", "On sale"
    Be descriptive so customers understand what's inside
    Tap "Next" or "Create"
  3. Add a collection image (optional)
    You can add a cover image for the collection
    Tap "Add image" or "Upload photo"
    Choose an image that represents the collection
    Example: For "Summer dresses", use a photo of a colorful dress
    Tap "Done"
  4. Add products to the collection
    You'll see a list of your products
    Check the boxes next to products you want in this collection
    Example: For "Summer dresses" collection, check: Blue summer dress, Pink sundress, Yellow casual dress
    You can add 1–100+ products per collection
    Tap "Done" or "Save"
  5. Create additional collections
    Repeat steps 1–4 for each collection
    A product can belong to multiple collections
    Example: "Blue summer dress" can be in both "Summer collection" AND "Best sellers"
    This flexibility helps customers find items multiple ways
  6. Set collection order (optional)
    Some versions let you reorder collections
    Put popular collections at the top
    Customers see them first

Collection organization examples​

Fashion boutique:​

CollectionContents
Summer collectionAll summer dresses, shirts, shorts
Winter essentialsWinter coats, sweaters, scarves
Best sellersYour 10 most popular items
New arrivalsLatest items added this month
Sale/ClearanceDiscounted items
Under ₹500Budget-friendly options

Restaurant:​

CollectionContents
AppetizersStarters, soups, salads
Main coursesCurries, grilled items, specials
DessertsSweets, ice cream, cakes
BeveragesCoffee, tea, juices, alcohol
Combo mealsBundle deals (main + side + drink)
VegetarianAll veg options (can overlap with other categories)

Salon:​

CollectionContents
Hair servicesCuts, coloring, treatments
Skin treatmentsFacials, peels, massages
Wellness packagesBundles (hair + skin + wellness)
Gift vouchersDigital gift cards for customers
Seasonal offersFlash sales or seasonal specials

E-learning:​

CollectionContents
Beginner coursesIntro-level courses
Intermediate coursesMid-level courses
Advanced coursesExpert-level courses
BundlesMulti-course packages
CertificationsCertification programs

Pro tips for collections​

  • Limit to 5–10 collections: Too many confuses customers. Keep it simple.
  • Popular first: Put "Best sellers" or "New arrivals" at the top.
  • Let products overlap: Same dress can be in "Summer", "Bestsellers", AND "Under ₹1000".
  • Update seasonally: As seasons change, refresh which products are in which collection.
  • Use clear names: "Summer dresses" not "SD2025" or "Hot items".
  • Add descriptions (if possible): Some versions let you describe what's in a collection.
  • Test with customers: Ask friends to browse and see if organization makes sense.

How to Edit or Delete Catalog Items​

Your business evolves. Prices change, items sell out, new products arrive, or you discontinue items. Here's how to keep your catalog up-to-date.

When you need to edit​

  • Price changed: Summer sale drops price from ₹1,499 to ₹999
  • Stock status: Item is out of stock (temporarily or permanently)
  • Description update: Better description or new variant
  • Photo change: Better product photo or new color added
  • Details correction: Fix a typo or wrong information

Steps to edit a product​

  1. Open your catalog
    Go to Settings → Catalog or Products
    You'll see a list of all your products
  2. Find the product to edit
    Scroll through the list or search by name
    Tap the product you want to edit
  3. Edit the details
    Tap "Edit" button
    You can now change:
    • Product name
    • Price
    • Description
    • Category
    • Images
    • SKU or other details
  4. Make your changes
    Update the information as needed
    Example: Change price from 1499 to 999
    Example: Update description: "Now available in red!"
    Example: Replace old photo with new photo
  5. Save changes
    Tap "Save" or "Update"
    Changes apply immediately
    Customers see the updated product next time they browse

Steps to delete a product​

  1. Open your catalog
    Go to Settings → Catalog or Products
    You'll see a list of all your products
  2. Find the product to delete
    Scroll through the list
    Long-press the product OR look for a delete/trash icon
    Tap "Delete" or "Remove"
  3. Confirm deletion
    You'll see a confirmation: "Are you sure you want to delete this item?"
    Tap "Delete" or "Confirm"
    The product is removed from your catalog
  4. It's gone
    The product no longer appears in the catalog
    Customers can't browse or order it
    If it was in collections, it's removed from there too

Managing stock/availability​

If an item is out of stock (but might come back):

  • Option 1 (best): Edit the product and update description: "Currently out of stock. Expected restock: Jan 15"
  • Option 2: Keep it in the catalog but remove from collections so it's hidden
  • Option 3: Temporarily archive the product

If an item is permanently discontinued:

  • Option 1 (best): Delete the product entirely
  • Option 2: Edit the description: "Discontinued (similar item: [new product name])"

Note: If a customer already has this item in their cart, they might still try to order. In that case, message them explaining the issue.

Bulk editing (if supported)​

Some versions let you edit multiple products at once:

  • Select multiple products (checkbox or long-press)
  • Choose bulk action: "Change price", "Change collection", etc.
  • Enter new value
  • Apply to all selected products

This saves time if you're running a sale (reduce all prices by 20%) or need to move many items to a new collection.

Example: Seasonal price update​

Scenario: Summer sale—reduce all "Summer collection" items by 30%

Manual approach:

  • Open each summer product
  • Change price: ₹1,500 → ₹1,050
  • Update description: "SUMMER SALE 30% OFF"
  • Save each

Bulk approach (if available):

  • Select all products in "Summer collection"
  • Choose "Edit price" or "Apply discount"
  • Enter "30% off"
  • Apply to all at once
  • Done!

Pro tips for editing and deleting​

  • Don't delete hastily: Before deleting, archive the product for 30 days (if possible) in case you need to restore it.
  • Update descriptions, not prices: If price changes, update the description too ("Winter sale: Was ₹1,500, now ₹999").
  • Keep photos current: Replace outdated product photos with new ones to stay fresh.
  • Batch updates: If many items are affected (sale, restock), do bulk edits to save time.
  • Notify customers: If a popular item is discontinued, message your top customers about similar alternatives.
  • Test after editing: After bulk edits, browse your catalog to verify changes are correct.
  • Maintain backup: Keep a spreadsheet of all products (name, price, description) as backup in case of accidental deletion.

Accidental deletion recovery​

If you accidentally deleted a product:

  • Check recently deleted (if available): Some apps have a "Trash" or "Recently deleted" section
  • Use your backup: If you kept a spreadsheet, re-add the product from that
  • Message customers: If they inquire about a deleted item, you have the info to re-add it
  • Learn: Use this as motivation to keep a backup of your catalog

You don't have to wait for customers to discover your catalog by browsing. You can send direct links to specific products or your entire catalog, making it easy for customers to shop.

  • Direct customers to products: Instead of them browsing 200 items, send a link to the exact dress they asked about
  • Share on social media: Post catalog or product links on Instagram, Facebook, WhatsApp status
  • Email campaigns: Include product links in promotional emails
  • Personalized recommendations: "I think you'd like this product: [link]"
  • Create urgency: Share a limited-time offer with a direct link
  • Drive traffic: Turn WhatsApp followers into catalog browsers
  1. Open your catalog
    Go to Settings → Catalog or Products
    Look for your main catalog
  2. Find the share option
    Tap "Share", "Copy link", or three dots "..." menu
    Options might include:
    • Copy link
    • Share via WhatsApp
    • Share via other apps (Facebook, email, SMS)
    • QR code
  3. Copy or share the link
    If "Copy link": Tap it, and the URL is copied to your clipboard
    Example: whatsapp.com/biz/[your-catalog-id]
    Paste it wherever you want: WhatsApp status, email, social media, website
    If "Share via WhatsApp": Choose contacts to send the link to directly
  4. Customers click the link
    Customers click the link
    They're taken directly to your WhatsApp Business catalog
    They can browse, add items to cart, and check out
  1. Open your catalog
    Go to Settings → Catalog
    Find the specific product
  2. Find the product share option
    Tap the product
    Look for "Share", "..." menu, or a share icon
    Tap "Share product" or "Copy link"
  3. Copy or share
    Copy the link (for pasting elsewhere) or share directly
    The link points to that specific product
    Example: whatsapp.com/biz/products/[product-id]
  4. Customer clicks
    They're taken directly to that product
    They see the full description, price, images
    Can add to cart instantly
    Can browse other products from there
  • On WhatsApp:
    • Status: Post link in your WhatsApp status (disappears in 24 hours, but creates urgency)
    • Broadcast: Send link to your broadcast list with message: "Check out our new collection!"
    • Direct message: Send to specific customers: "Hi, I found this dress in your size!"
  • On social media:
    • Instagram bio link: Put your catalog link in your Instagram bio (or Linktree with link to catalog)
    • Instagram stories: Post a story with "Swipe up" link to your catalog
    • Facebook: Share the link in posts, comments, or messenger
    • TikTok: Add link in bio or video description
    • Pinterest: Pin images with links to specific products
  • In other channels:
    • Email: Include product or catalog link in promotional emails
    • SMS/text: Send link to customers ("Check out our sale: [link]")
    • Website: Add catalog link on your site (great if you have a small website)
    • Google Business: Link to catalog in your Google Business profile
    • LinkedIn: Share catalog/products if B2B

Scenario 1: Customer asks about an item

Customer: "Do you have blue dresses in size M?"
You: "Yes! Here's the exact one: [product link]"
(They click, see the dress, price, colors/sizes available)
Customer: "Perfect! Added to cart. Placing order."

Scenario 2: Social media promotion

You post on Instagram story: "Summer sale! 50% off dresses. Shop now: [catalog link]"
Followers click → See your full catalog → Browse → Place order via WhatsApp

Scenario 3: Email campaign

Email subject: "New arrival: Summer collection 🌞"
Email body: "Check out our latest dresses, shirts, and accessories. Shop the collection here: [catalog link]"
Recipient clicks → Sees catalog in WhatsApp → Orders

Creating QR code for catalog​

Some versions let you generate a QR code for your catalog:

  • Go to Settings → Catalog
  • Look for "QR code" or "Share as QR"
  • A QR code appears
  • Customers scan with their phone camera
  • Automatically taken to your WhatsApp catalog

Where to use QR code:

  • Print on business cards
  • Display in your physical store
  • Print on receipts ("Scan to browse our catalog online")
  • Include in email signatures
  • Post on social media
  • Add context: Don't just send a link. Say: "Found this in your favorite color: [link]"
  • Use UTM parameters (advanced): If tracking, add ?utm_source=instagram&utm_campaign=sale to track clicks
  • Create short links (optional): If sharing via SMS (character limit), use a shortening service
  • Share trending products: When a product is trending, send the link to interested customers
  • Use product links in customer service: If someone asks about an item, send the specific product link instead of describing it
  • Test links: Click your shared links from a different phone to make sure they work

Set Up & Use Shopping Cart​

The shopping cart is what makes WhatsApp a functional store. Customers add products to their cart, review their order, and submit it with their details. You then receive the order in your WhatsApp inbox and can process it.

How the shopping cart works​

Customer perspective:

  • Customer browses your catalog
  • Finds items they like
  • Taps "Add to cart" on each product
  • Cart icon shows a number (2 items, 3 items, etc.)
  • They tap the cart icon
  • Sees all items, quantities, total price
  • Can remove items or change quantities
  • Taps "Proceed" or "Checkout"
  • Enters delivery address, name, contact info
  • Submits the order

Your perspective:

  • You receive the order in your WhatsApp inbox
  • See customer details: name, address, phone, items ordered, total
  • You process the order (confirm payment, prepare, ship)
  • Update customer via WhatsApp: "Order confirmed!", "Shipped!", "Delivered!"

Shopping cart payment collection​

### Is shopping cart payment collection included?

Important: WhatsApp Catalog cart does NOT include built-in payment collection (in most versions). Here's what you need to know:

What's included:
✅ Customers add items to cart
✅ Customers review order summary
✅ Customers submit order with delivery details
✅ You receive order in WhatsApp inbox

What's NOT included (usually):
❌ Online payment through WhatsApp (in most countries)
❌ Credit/debit card collection
❌ Automatic invoice generation (though some platforms offer this)

What you do instead:

  • Payment on Delivery (COD): Customer pays cash when item is delivered
  • Bank transfer: Customer transfers money to your account; you then ship
  • UPI/digital payment: Share a UPI link (Google Pay, PhonePe) for customer to pay before delivery
  • External payment link: Use a third-party service (Stripe, Razorpay, PayU) and share payment link with customer

Example workflow:​

  • Customer submits order via WhatsApp cart
  • You message them: "Great! Your order total is ₹1,500. Please transfer to [UPI link] and confirm."
  • They pay
  • You confirm and ship
  • Delivery happens; they receive item

Steps to enable shopping cart​

  1. Ensure you have a catalog
    You must have created products in your catalog first
    Go to Settings → Catalog → Verify products are there
  2. Enable shopping cart (if not automatic)
    Go to Settings → Catalog or Shopping cart
    Look for a toggle: "Enable shopping cart" or "Allow customers to shop"
    Toggle "ON" (blue)
    Tap "Save" or "Done"
  3. Verify cart is live
    Ask a friend to open your business profile
    They should see a "Catalog" or "Shop" button
    They can browse products and add to cart
    Test adding items yourself to verify it works

How customers use the cart​

  1. Browse catalog
    Customer opens your chat
    Sees a "Catalog" or "Shop" button
    Taps it to open your product gallery
  2. Browse products
    Customers see product grid (like Instagram)
    Scroll through collections or search
    Tap a product to see details
  3. Add to cart
    Customer sees product details (photo, description, price)
    Taps "Add to cart"
    Product is added (some versions ask for quantity; others default to 1)
  4. Continue shopping (optional)
    Customer can add more items
    Continue browsing or go to cart
  5. View cart
    Tap the cart icon (usually top right, might show number like "3")
    See all items, quantities, unit prices, and total
    Can adjust quantities or remove items
    Can see shipping details (if you've set them up)
  6. Proceed to checkout
    Tap "Proceed", "Checkout", or "Buy now"
    Enters delivery details:
    • Name
    • Phone number
    • Delivery address
    • Sometimes special instructions
      Tap "Submit order" or "Place order"
  7. Order confirmation
    Customer sees: "Order submitted successfully"
    You receive the order in your WhatsApp inbox

How you receive and process orders​

  1. Order arrives in your inbox
    You get a message from the customer in your chat
    It shows:
    • Items ordered (product names, quantities, prices)
    • Order total
    • Customer address
    • Delivery instructions (if any)
      The order appears as a special order message (not a regular chat)
  2. Review the order
    Verify:
    • Items are correct
    • Customer address is clear
    • Total is accurate
    • Check inventory: Is everything in stock?
  3. Respond to customer
    Message them: "Thanks! Your order is confirmed. We'll deliver by [date]."
    Provide payment details (if not pre-paid):
    • Bank account info
    • UPI link
    • Cash on delivery confirmation
      Set expectations: "We'll ship within 24 hours of payment confirmation."
  4. Get payment (if applicable)
    If COD: Skip this
    If prepaid: Wait for payment confirmation
    Verify payment in your bank or payment app
    Confirm to customer: "Payment received! Preparing your order."
  5. Process the order
    Pick items from inventory
    Pack securely
    Prepare shipping label
    Hand over to delivery partner (if using one)
  6. Update customer
    Send status updates:
    • "Order packed and ready! Shipping tomorrow."
    • "Order shipped! Tracking: [link]"
    • "Order delivered! We hope you love it. [feedback link]"
      Send from WhatsApp (use templates if possible)
      Keep them informed every step
  7. Follow up
    After delivery, ask for feedback: "How's your order? We'd love a review!"
    Address any issues immediately
    Encourage repeat orders: "Come back soon!"

Example: Order workflow​

Customer: Adds blue dress (₹1,499) + belt (₹299) to cart → Total ₹1,798

Customer: Submits order with address: "123 Main St, City"

You receive order in WhatsApp:
  "New order from Sarah!
   - Blue summer dress (₹1,499) x1
   - Belt (₹299) x1
   Total: ₹1,798
   Delivery: 123 Main St, City"

You: "Hi Sarah! Thanks for ordering. 🎉 Total ₹1,798. 
Please transfer to [UPI link] and confirm. We'll ship within 24 hours of payment."

Sarah: Transfers ₹1,798 via UPI

You: Check payment confirmed in the bank app.
Message Sarah: "Payment confirmed! Packing your order now. 📦"

Next day:
You: "Order shipped! Tracking: [link]. Delivery expected tomorrow."

Sarah: Receives order, very happy!

You (after 2 days): "Hi Sarah! Did you receive your order? We'd love your feedback! 
Also, come back soon—we have new summer dresses 👗"

Pricing and order management​

  • Setting prices correctly: Prices in catalog are what customers pay (inclusive or exclusive of tax—you decide)
  • Add tax/shipping when needed: You can message customer: "Shipping: ₹50. New total: ₹1,848"
    Or include shipping in catalog prices upfront
  • Handling multiple orders: Keep orders organized in a spreadsheet or sales app
    Label chats with "Order #1", "Order #2" for easy tracking
    Use WhatsApp labels or pin important order chats
  • Issues to watch for:
    • Customer cancels after ordering: Handle politely, refund if possible
    • Item is out of stock: Message immediately, offer alternative or full refund
    • Wrong address: Confirm with customer before shipping
    • Payment not received: Follow up in 24 hours

Tips for using shopping cart​

  • Make catalog discoverable: Mention catalog in your greeting message: "Browse our products here: [link]"
  • Add high-quality photos: Better photos = higher conversion (more sales)
  • Price competitively: Check competitors' prices
  • Offer bundles: Create combo products: "Dress + belt combo: ₹1,699 (save ₹99)"
  • Highlight bestsellers: Put popular items in "Featured" or "Best sellers" collection
  • Update inventory regularly: Remove out-of-stock items to avoid disappointment
  • Fast response time: Reply to orders within 30 minutes; customers want quick confirmation
  • Track orders: Keep a simple spreadsheet: Order#, Date, Items, Customer, Status, Payment status
  • Ask for reviews: After delivery, ask customers to share feedback—helps future customers
  • Seasonal updates: Refresh catalog with seasonal items; remove old inventory

Catalog & Shopping Workflow Example​

Scenario: You run a boutique with 50 dresses, 30 accessories, and 20 shoes.

Setup phase (once):

  • Create products (add all 100 items with photos, descriptions, prices)
  • Organize into collections:
    • "Summer dresses" (20 dresses)
    • "Winter essentials" (15 dresses)
    • "Accessories" (30 items)
    • "Shoes" (20 items)
    • "Best sellers" (top 10 items across categories)
    • "Under ₹500" (budget items)
  • Enable shopping cart
  • Share catalog link on Instagram bio
  • Add catalog link to WhatsApp greeting message

Daily operations:

  • Morning: Check for overnight orders (1–2 usually)
  • Process: Confirm orders, ask for payment or collect COD confirmation
  • Pack: Pick items, pack securely
  • Ship: Hand over to delivery (or arrange local pickup)
  • Update: Message customers: "Shipped! Tracking: [link]"
  • Afternoon: Social media posts with product links and catalog link
  • Evening: Update any new arrivals in catalog, remove sold-out items
  • Follow-up: Message customers who delivered: "Did you love your order? Share a photo! 📸"

Monthly:

  • Update prices (seasonal sales)
  • Refresh collections based on inventory and trends
  • Remove discontinued items
  • Add new products as they arrive
  • Review sales data: Which items sell most? Which collections drive orders?
  • Create seasonal collections

Process Orders and Payments​

Processing orders and accepting payments directly through WhatsApp streamlines your entire sales process. Instead of customers placing an order and then struggling to figure out how to pay, everything happens in one chat. This section covers how to accept payments in WhatsApp, which methods are available, and how to handle the complete payment-to-delivery workflow.

Understanding Payment Options​

Before we dive into the technical setup, it's important to understand what payment options are actually available in WhatsApp Business, because it varies by region and business type.

What's available now​

In most regions (including India):
WhatsApp Business does NOT have built-in payment processing through the app itself. This means:
❌ Customers cannot pay directly inside WhatsApp with credit/debit cards
❌ WhatsApp doesn't handle payment collection or processing
❌ You cannot integrate a payment gateway directly into the catalog

What IS available:
✅ You receive orders through the shopping cart
✅ Customer details are captured (name, address, phone)
✅ You can share payment links via messages
✅ You can accept payments through third-party payment methods (UPI, bank transfer, digital wallets)

In select regions (USA, Brazil, etc.):
Meta has been testing WhatsApp Payments in limited markets. This allows:

  • Customers to pay directly in WhatsApp using linked payment methods
  • Automatic order confirmation after payment
  • Reduced friction in the checkout process

For most users reading this: You'll be using the workaround method described below, which is actually quite effective.

Payment methods you CAN use with WhatsApp​

Even though WhatsApp doesn't process payments directly, you have excellent alternatives:

  • UPI (India-specific): Google Pay, PhonePe, Paytm, BHIM
  • Bank transfer: Direct account-to-account transfer
  • Payment links: Razorpay, PayU, Stripe, Square (customer clicks link, pays on secure page)
  • Digital wallets: Paytm, PhonePe, Google Pay, Amazon Pay
  • Cash on Delivery (COD): Customer pays when delivery arrives
  • Cryptocurrency: Some businesses accept Bitcoin or stablecoins (niche)
  • Check or money order: B2B businesses, less common for consumers

Order Processing Workflow: The Complete Picture​

Let's walk through the entire order-to-payment journey, from customer browsing to delivery and follow-up.

  1. Customer browses and adds to cart
    What happens:
    • Customer opens your chat
    • Sees "Catalog" or "Shop" button in your profile
    • Browses products (added in previous sections)
    • Adds items to cart
    • Reviews cart (can adjust quantities, remove items)
      Your role: None yet—just make sure your catalog is well-organized with accurate photos and prices.
      Time: 2–5 minutes for customer
  2. Customer submits order
    What happens:
    • Customer taps "Proceed" or "Checkout"
    • Enters delivery details:
      • Full name
      • Phone number
      • Delivery address (street, city, postal code)
      • Special instructions (optional: "Call before delivery", "Gate code: 1234")
    • Taps "Submit order" or "Place order"
      You receive:
      A message in your WhatsApp inbox showing: Order from [Customer Name] Items ordered:
    • Blue summer dress (₹1,499) x1
    • Silver belt (₹299) x1 Order total: ₹1,798 Delivery to: [Customer address] Phone: [Customer number] Special instructions: [If any] Your role: Acknowledge the order and initiate payment collection
      Time: 1–2 minutes for customer
  3. You confirm order and collect payment
    This is where payment methods come in. Here's how to handle it for each method:

UPI (India)​

UPI is the fastest way to collect payments in India. Customers can pay via Google Pay, PhonePe, Paytm, or their bank's app.

How UPI works

  • You share a UPI link or ID
  • Customer opens their preferred payment app (Google Pay, PhonePe, etc.)
  • Enters your UPI ID or scans your QR code
  • Enters the amount (or you pre-fill it)
  • Confirms payment
  • You receive instant notification
  • Payment is settled to your bank account in seconds

Getting a UPI ID

  • If you have a bank account:
    Most Indian banks issue UPI IDs automatically. Check:
    • Your bank's app or SMS
    • Your UPI ID is usually: yourname@bankname (e.g., john@sbi, priya@icici)
  • Generate a UPI QR code from your bank app or apps like:
    • Google Pay
    • PhonePe
    • Paytm
    • Your bank's app
  • If you don't have UPI yet:
    • Download a UPI app (Google Pay, PhonePe, Paytm—all free)
    • Sign up with your bank account
    • Get your UPI ID and QR code
    • Share with customers

How to collect payment via UPI in WhatsApp

  1. Customer places order (As described in Step 2 above)

  2. You send payment request
    Message the customer:

    *Hi [Customer Name]! 🎉 Thanks for your order!

    Order summary:

    • Blue summer dress (₹1,499) x1
    • Silver belt (₹299) x1 Total: ₹1,798 📱 Please pay using UPI: UPI ID: yourname@bankname Or scan: [send your UPI QR code image] Once paid, please confirm here. We'll ship within 2 hours! 🚚*

  3. Customer pays

    • Opens Google Pay, PhonePe, or their UPI app
    • Scans your QR code or enters your UPI ID
    • Enters amount: ₹1,798
    • Confirms with PIN
    • Payment successful (instant)

  4. You verify payment

    • You see payment notification in your bank app or UPI app
    • Amount ₹1,798 appears in your account
    • Confirm in WhatsApp: "Payment received! Preparing your order. 📦"

  5. You proceed with order

    • Pick items from inventory
    • Pack securely
    • Arrange delivery
    • Send tracking: "Order shipped! Tracking: [link]"

UPI tips and best practices

  • Share QR code image: Send a screenshot of your UPI QR code in the chat so customer can scan (easier than typing UPI ID)
  • Include amount in message: "Please pay ₹1,798" (customer often has to enter it manually, so make it clear)
  • Instant confirmation: UPI is fast—you get payment in seconds, not hours like bank transfers
  • Refunds are easy: If needed, you can refund from your bank app easily
  • Save your QR code: Keep your UPI QR code handy (screenshot, print for physical store, include in email signature)
  • Multiple UPI IDs (optional): Some people use multiple UPI apps for backup, but one is fine
  • Transaction limits: Check your bank's daily/monthly UPI limits if you're processing high volumes

Example UPI message to customer

Hi Priya! 🎉 

Your order is confirmed!
- Yoga mat (₹2,499)
- Resistance bands (₹599)
Total: ₹3,098

To complete your order, please pay via UPI:
📱 UPI ID: fitnessguru@okhdfcbank

Or scan this QR code: [QR code image]

We'll ship within 2 hours of payment confirmation!

Any questions? Reply here. 💪

Payment links are URLs that take customers to a secure payment page. This method is great if you want customers to pay by card, and it works worldwide.

How payment links work

  • You create a payment link for the order amount
  • Share the link with customer
  • Customer clicks link
  • Taken to a secure payment page
  • Customer enters card/UPI details
  • Payment is processed
  • You receive the money (minus processing fees)
  • Customer is redirected to a success page

Setting up Razorpay (popular in India)

  1. Sign up for Razorpay
    Go to razorpay.com
    Click "Sign up"
    Enter business details
    Verify email and phone
    Activate account (KYC verification)

  2. Create a payment link
    Log in to Razorpay dashboard
    Go to "Payment Links" or "Products" → "Payment Links"
    Click "Create payment link"
    Enter:

    • Customer name (e.g., "Priya")
    • Amount (e.g., 3098)
    • Description (e.g., "Yoga mat + Resistance bands")
    • Customer email (e.g., priya@example.com)
    • Customer phone (e.g., 9876543210)
      Click "Create"
      A payment link is generated (looks like: rzp.io/i/abc123xyz)

  3. Share the link
    Copy the payment link
    Send to customer via WhatsApp:

    Hi Priya! Your total is ₹3,098. Please click here to pay: rzp.io/i/abc123xyz

    Customer clicks the link
    Taken to secure Razorpay payment page
    They enter card or UPI details
    Payment is processed

  4. You verify payment
    Check Razorpay dashboard → "Payments" or "Payment Links"
    See payment status: "Success" or "Failed"
    Confirm with customer: "Payment confirmed! Shipping now."
    Money is settled to your bank (usually within 1 day)

ProviderBest forSetup timeFees
RazorpayIndia, cards + UPI1 hour1.95% (UPI) / 2.95% (card)
PayUIndia, cards + wallet1 hour2% (varies)
StripeGlobal, cards1 day2.9% + 0.3 per transaction
SquareUSA/select countries1 hour2.9% + 0.3

Advantages of payment links
✅ Secure payment processing (PCI compliant)
✅ Accept cards, UPI, wallets all in one link
✅ Professional checkout experience
✅ Automatic payment confirmation
✅ Detailed transaction history
✅ Easy refunds
✅ Multiple payment methods available to customer

Disadvantages
❌ Processing fees (usually 1–3%)
❌ Slight friction (customer leaves WhatsApp, goes to external page)
❌ Need to manually create link for each order
❌ Requires business verification

Example payment link message

*Hi Priya! 🎉

Your order total: ₹3,098

  • Yoga mat (₹2,499)
  • Resistance bands (₹599)

Click here to pay securely: rzp.io/i/abc123xyz

You can use your card, UPI, or wallet. Payment takes 1 minute.

Once paid, we'll ship today! 🚚*

Bank Transfer​

Bank transfer (also called NEFT, RTGS, or account transfer) is the most straightforward method for customers who prefer not to use UPI or cards.

How bank transfer works

  • You share your bank account details
  • Customer logs into their bank app or visits their bank
  • Enters your account number, IFSC code, and amount
  • Confirms the transfer
  • Money arrives in your account (within minutes to 24 hours depending on bank)
  • You verify and confirm to customer

Getting your bank details
You should already have:

  • Account holder name
  • Account number
  • IFSC code (shown on your bank documents or bank app)
  • Bank name

Example:

Account name: John Smith Account number: 1234567890 Bank: ICICI Bank IFSC: ICIC0000123

How to collect payment via bank transfer

  1. Customer places order (As before)

  2. You send bank details
    Message the customer:

    *Hi Priya! Thanks for your order! 🎉

    Total: ₹3,098

    Please transfer to: Account name: Yoga Guru Studio Account number: 1234567890 Bank: ICICI Bank, Delhi IFSC: ICIC0000123

    📝 Reference: "Order Priya" (helps us match payment)

    Once transferred, reply here to confirm. We'll ship the same day! 🚚*

  3. Customer transfers

    • Opens their bank app or visits ATM/bank
    • Enters your account details
    • Enters amount: ₹3,098
    • Adds reference: "Order Priya" (helps you track)
    • Confirms transfer
    • Money is sent

  4. You verify

    • Check your bank app or SMS notification
    • Confirm in WhatsApp: "Payment received! Packing your order now."
    • Proceed with order

Advantages of bank transfer
✅ No processing fees
✅ Customers feel secure (direct to bank)
✅ Works for large orders
✅ Good for B2B transactions
✅ Clear audit trail

Disadvantages
❌ Slower than UPI (can take 30 mins–24 hours)
❌ Manual verification required
❌ No automatic confirmation
❌ Some customers prefer instant methods

Pro tips for bank transfers

  • Include reference field: Ask customer to enter a reference (order number, their name) so you can easily match payment to order
  • Confirm quickly: When you see payment in your bank app, immediately message customer: "Payment confirmed! Shipping now."
  • Have a backup UPI: Bank transfers are slower; offer UPI as faster option in your message

Cash on Delivery (COD)​

COD is when the customer pays the delivery partner (or you) upon delivery. It's popular for local deliveries and builds customer trust (they see product before paying).

How COD works

  • Customer places order (no payment yet)
  • You confirm: "COD confirmed. We'll deliver tomorrow."
  • You prepare and ship
  • Delivery partner (or you) delivers
  • Customer pays cash to delivery person
  • Delivery person hands cash to you (or to their company, which pays you)

Setting up COD

  1. Arrange with delivery partner
    Use a local courier or personal delivery
    Tell them: "Customer will pay cash on delivery for this order"
    Provide order details and customer address
    Ensure they collect payment upon delivery

  2. Confirm with customer
    Message them:

    *Hi Priya! Your order is confirmed! 🎉

    Total: ₹3,098 Delivery: Tomorrow (Dec 12), 2–5 PM

    💵 Payment method: Cash on Delivery Please have ₹3,098 ready when the delivery person arrives.

    Order details:

    • Yoga mat
    • Resistance bands Tracking: [link]*

  3. Prepare and ship
    Pick and pack items
    Generate shipping label (mark as COD)
    Hand to delivery partner with COD amount

  4. Customer pays on delivery
    Delivery person arrives
    Shows items to customer
    Customer inspects (optional)
    Customer pays ₹3,098 in cash
    Delivery person confirms receipt

  5. You receive payment
    Delivery partner deposits cash to you or your account
    Update customer: "Delivered and paid. Thank you! 🙏"

Advantages of COD
✅ Highest conversion rate (no payment friction)
✅ Customer trusts (sees product before paying)
✅ No payment processing fees
✅ Works for cash-dependent regions
✅ No online payment required

Disadvantages
❌ Slower cash collection (24–48 hours sometimes)
❌ Requires reliable delivery partner
❌ Risk of non-payment (customer refuses to pay)
❌ Cash handling costs

When COD works best

  • Local deliveries (same city/neighborhood)
  • Customers who don't have digital payment access
  • Building trust with new customers
  • Lower-value orders (₹500–5,000)

Risk management for COD

  • Confirm order value: Message customer again before delivery: "Just confirming: Total is ₹3,098 COD. Delivery tomorrow 2 PM."
  • Verify delivery: Ask delivery person to confirm payment collected via message or call
  • Pre-payment option: Always offer: "Prefer to pay now? Here's UPI [link]"
  • Handle non-payment: If customer refuses, accept return (cover delivery cost if possible) and follow up later

Order-to-Payment Workflow Example​

Let's walk through a real order from start to finish using UPI (fastest method).

Timeline: Customer places order Friday at 2 PM

  • 2:00 PM – Customer browses catalog
    Customer opens your WhatsApp
    Taps "Shop" or "Catalog"
    Browses blue summer dress (₹1,499)
    Adds to cart
    Browses accessories, adds silver belt (₹299)
    Taps cart icon, sees total: ₹1,798
    Taps "Checkout"

  • 2:05 PM – Customer submits order
    Enters name: "Priya Kumar"
    Enters phone: 9876543210
    Enters address: "123 Main St, Apt 4B, New Delhi 110001"
    Special instructions: "Call before delivery, gate code: 1234"
    Taps "Submit order"

  • 2:06 PM – You receive order notification
    You see in your WhatsApp:

    *New order from Priya Kumar

    • Blue summer dress (₹1,499) x1
    • Silver belt (₹299) x1 Total: ₹1,798 Delivery: 123 Main St, Apt 4B, New Delhi 110001 Phone: 9876543210 Instructions: Call before delivery, gate code: 1234*

  • 2:07 PM – You confirm order and request payment
    You message Priya:

    *Hi Priya! 🎉 Thanks for your order!

    Order Summary:

    • Blue summer dress (₹1,499)
    • Silver belt (₹299) Total: ₹1,798 📱 Please pay via UPI: UPI ID: yourname@okhdfcbank Or scan: [attach your UPI QR code image] Once paid, please reply "Paid ✓" and we'll ship within 1 hour! 🚚 Questions? Reply here!*

  • 2:15 PM – Priya pays
    Opens Google Pay
    Scans your UPI QR code
    Confirms amount: ₹1,798
    Enters PIN
    Payment successful!
    Priya replies: "Paid ✓"

  • 2:16 PM – You verify payment
    Check your bank app or Google Pay
    See transaction: ₹1,798 from Priya received
    Immediately reply: "Payment confirmed! ✓ Packing your order now. 📦"

  • 2:17 PM – 2:30 PM – You prepare order
    Go to inventory
    Pick blue summer dress (in size M, her size)
    Pick silver belt
    Pack securely in box
    Write address label
    Take photo for proof

  • 2:31 PM – You arrange delivery
    Call your courier/delivery partner
    Provide order details:

    • Customer: Priya Kumar
    • Address: 123 Main St, Apt 4B, New Delhi
    • Phone: 9876543210
    • Note: "Call before delivery, gate code 1234"
      Hand over package

  • 2:45 PM – You send tracking
    Message Priya:

    *Great news! 📦 Your order is on the way!

    Courier: [XYZ Logistics] Tracking: rzp.io/tracking/abc123 Expected delivery: Today 4–6 PM

    Driver will call you 15 mins before arrival. Gate code is in your instructions.

    Can't wait to hear if you love your dress! 🎀*

  • 4:30 PM – Delivery arrives
    Driver calls Priya: "Hi Priya, I'm here with your package from [your store]. Gate code 1234?"
    Priya opens gate, signs for package
    Driver leaves

  • 4:35 PM – You follow up
    Message Priya:
    *Hi Priya! 🎉 Your package should have just arrived!

    We hope you love your new dress and belt. 👗✨

    Please share a photo if you'd like! We'd love to feature our happy customers. 📸

    Got a question? Reach out anytime. We're here to help! 💕*

  • Next day – Priya's feedback
    Priya replies:
    Love it! Perfect fit. Thanks so much! 😍 [Photo of her wearing the dress] You respond:

    *OMG, you look amazing! 💕 Thanks for the love, Priya!

    Come back soon—we have new summer dresses arriving next week! Use code PRIYA10 for 10% off your next order! 🎁*

Result: Happy customer, ₹1,798 in your account, positive review, repeat customer opportunity, and a user-generated photo for your Instagram! 🎉

Handling Payment Issues​

Even with clear instructions, sometimes things go wrong. Here's how to handle common issues:

Issue 1: Customer doesn't understand how to pay
Problem: Customer says "How do I pay?" or is confused by instructions
Solution:

  • Don't get frustrated—clearly re-explain

  • Use simpler language or video

  • Offer alternative method: "If UPI is confusing, here's our bank account for transfer"

  • Call them if necessary (builds trust)

  • Walk through step-by-step:

    *Hi [Name]! No worries, it's easy:

    1. Open Google Pay on your phone
    2. Tap "Send" or the money icon
    3. Click "Scan" and point at this QR code: [image]
    4. It auto-fills our UPI. Just confirm!
    5. Reply when done! Still stuck? Call me on 9876543210. 💙*

Issue 2: Customer paid but you didn't receive it
Problem: Customer says "I paid!" but you don't see it
Solution:

  • Check your bank app (might take 1–2 mins)
  • Check UPI transaction history
  • Ask customer for confirmation: "Can you take a screenshot of your confirmation?"
  • Don't ship until you verify
  • If confirmed but not received (rare):
    • Contact your bank
    • Ask customer to contact their bank
    • Get transaction reference number
    • Investigate together

Issue 3: Customer wants refund
Problem: Customer wants refund (wrong size, changed mind, etc.)
Solution:

  • Check your return policy: "Returns within 7 days, unused, original packaging"
  • Approve or deny: If eligible, approve. If not, politely explain.
  • Process refund:
    • For UPI: Initiate refund from your Google Pay/bank app (goes back to their account within 2–5 mins)
    • For card: Razorpay handles refund automatically
    • For bank transfer: Manually transfer money back to customer's account (get their details)
  • Confirm: "Refund of ₹1,798 has been processed. Check your account in 5 mins. Sorry it didn't work out!"
  • Follow up: "Is there anything else we can help with?"

Issue 4: Order amount is wrong
Problem: You quoted ₹3,098 but payment link shows ₹3,000
Solution:

  • Apologize for confusion
  • Clarify: "Total is ₹3,098 (including ₹100 for shipping). Is that correct?"
  • Resend correct payment link
  • If they already paid wrong amount, refund and ask for additional payment

Issue 5: Delivery failed, need to refund
Problem: Delivery partner couldn't deliver (customer not home, address wrong, etc.)
Solution:

  • Inform customer: "Sorry, delivery wasn't possible today. Reschedule or refund?"
  • If refund: Initiate immediately via UPI/bank transfer
  • If reschedule: "New delivery tomorrow 2–5 PM. You'll have the cash ready?"
  • Keep them informed

Payment Best Practices​

  1. Be transparent about costs

    "Dress: ₹1,499 Belt: ₹299 Shipping: ₹50 Total: ₹1,848" Hidden costs = refund risk.

  2. Offer multiple payment options
    "Pay via UPI, bank transfer, or cash on delivery—your choice!"
    More options = more conversions.

  3. Confirm receipt of payment
    "✓ Payment confirmed! Shipping now."
    Immediate confirmation builds trust.

  4. Be explicit about timing
    "We'll ship within 2 hours of payment confirmation."
    Sets expectations.

  5. Provide tracking
    Send tracking links so customers can monitor delivery.

  6. Follow up post-delivery
    Ask for feedback, photos, reviews.
    Repeat customers are gold.

  7. Keep receipts
    Save payment screenshots and messages.
    Proof of transaction if disputes arise.

  8. Tax compliance
    If you're above ₹20 lakhs/year turnover, register for GST.
    Keep records for tax filings.

Payment Security Tips​

For you (the business):

  • Never share your passwords: Use strong, unique passwords for Razorpay, bank accounts, UPI
  • Enable two-factor authentication: On all payment accounts
  • Regular statements: Check bank and payment app statements weekly
  • Report fraud immediately: If you notice suspicious activity, contact your bank
  • Keep devices secure: Don't use public WiFi for payments; use your phone's data

For customers (communicate these):

  • We'll never ask for your bank password: Ever. If someone asks, it's a scam.
  • Don't use public WiFi to pay: Use your mobile data
  • Verify UPI IDs: Make sure they're paying the right person (typos happen)
  • Screenshot confirmations: They should save proof of payment

Scaling Your Payments​

As your business grows, consider these upgrades:

Current setup (manual payment collection)

  • You send payment link via WhatsApp
  • Customer clicks and pays
  • You manually verify
    ✅ Works for 10–50 orders/day
    ❌ Gets tedious at 100+ orders/day

Next level: Automated payment links

  • Use Razorpay API to auto-generate links
  • Customer clicks link automatically sent
  • Payment automatically confirmed
  • Order status auto-updates
    ✅ Scales to 100–500 orders/day
    Requires some technical setup

Advanced: Full integration

  • WhatsApp + CRM + Payment gateway + Inventory synced
  • Customer orders in WhatsApp
  • Auto-generates payment link
  • Auto-confirms payment
  • Auto-updates inventory
  • Auto-generates shipping label
    ✅ Scales to 1,000+ orders/day
    Requires technical expertise or platform (like Chakra Chat, Twilio, or custom development)

Payment Processing Checklist​

After reading this section, you should be able to:
✅ Understand payment options: UPI, bank transfer, payment links, COD
✅ Set up UPI: Get a UPI ID and share with customers
✅ Create payment links: Use Razorpay or similar tools
✅ Process orders: Receive, confirm, collect payment, ship
✅ Handle issues: Refunds, non-payment, confusion
✅ Optimize workflow: Multiple payment methods, clear communication
✅ Scale payments: From manual to automated

You now have a complete, professional payment processing system inside WhatsApp—no website required.

What's next?
Once you've mastered payment processing, explore these topics:

  • Accounting & taxation: Tracking income, expenses, and GST
  • Shipping & logistics: Managing delivery partners and tracking
  • Customer service: Handling complaints and returns
  • Analytics: Understanding which products sell, payment success rates
  • Growth strategies: Scaling orders and revenue

Your WhatsApp Business is now a fully operational e-commerce store with professional payment processing. From browsing to delivery to follow-up, everything happens in WhatsApp—exactly how modern customers prefer to shop.

Catalog & Shopping Checklist​

After reading this section, you should be able to:
✅ Understand the catalog: A digital storefront inside WhatsApp
✅ Create products: Add photos, descriptions, prices
✅ Organize with collections: Group products into categories
✅ Manage inventory: Edit prices, delete items, keep catalog current
✅ Share links: Send product or catalog links to customers via WhatsApp, social media, email
✅ Use shopping cart: Enable it, understand customer flow, process orders
✅ Handle orders: Receive orders, manage payment, update customer, ship

Your WhatsApp Business is now a fully functional online store—no website required.

What's next?
Once you master the catalog, explore these related topics:

  • Promotions & Marketing: How to promote your catalog and drive sales
  • Customer Service: Handling complaints and returns via WhatsApp
  • Analytics: Tracking which products and collections drive orders
  • Integrations: Syncing catalog with your e-commerce website or inventory system
  • Shipping & Logistics: Managing delivery and tracking

Your WhatsApp Business is now ready to sell at scale.