WhatsApp for Cashfeed

Where to find it

Settings → User → WhatsApp (to link); WhatsApp chat with the Cashfeed business number (to send documents)

✅ Common tasks

Link your WhatsApp number

1. Go to Settings → User and open the WhatsApp section

2. Click Link WhatsApp

3. Scan the QR code or open the WhatsApp link on your phone

4. Send the prefilled verification message without editing the code

5. Check your number shows Connected once confirmed

You need Owner, Admin, or Approver access to link WhatsApp, and the code expires after 10 minutes.

Send a receipt or PDF

1. Open your WhatsApp chat with the Cashfeed business number

2. Send a photo of the receipt, or send a PDF document

3. Add a caption if you want to include a note for accounting

4. Wait for the hourglass reaction, then check Incoming invoices

Cashfeed can only read images and PDFs — audio, video, stickers and plain text won't be processed.

Pick the right organisation and add notes

1. If you have several organisations, choose one from the list Cashfeed sends after your document

2. Or start your image caption with the organisation's number, then your note

3. Reply directly to a processed document later to add or update its accounting note

4. Look for a pencil then checkmark reaction confirming your note was saved

Only your first 10 eligible organisations appear in the list — use the caption trick for the rest.

🔗 See also

• Getting documents into Cashfeed

• Incoming invoices

• Settings and user preferences

• Switching between organisations

• Understanding credit usage