# Invoay Help Center

> Official customer support site of Invoay (Hades Info Systems Private Limited, India). Invoay makes cloud POS, ERP and CRM software for salons, spas, retail and grocery stores. This Help Center covers the SimplePOS billing app, the Backoffice (ERP) website, the Simple Attendance and Invoay Pocket apps, and Wabixo (WhatsApp Business API inbox). Customers raise and track support tickets here.

## Contact Invoay support

- Raise a ticket: https://helpdesk.invoay.com/open.php (a ticket number is emailed right away)
- Phone: +91-8287761922
- WhatsApp: https://wa.me/918287761922
- Email: support@invoay.in
- Hours: 10 AM to 7 PM IST, Monday to Friday (working days, public holidays excluded)
- Reply times: WhatsApp chat 10 to 20 minutes; WhatsApp case 30 minutes to 1 hour; helpdesk ticket within 24 working hours
- Support promise (SLA): https://helpdesk.invoay.com/pages/invoay-service-level-agreement-sla

## Where to log in (each product has its own login)

- Backoffice (ERP), the owner and manager website: https://erp.invoay.com/
- Wabixo, the WhatsApp Business inbox: https://app.wabixo.com/
- SimplePOS billing app: Android https://play.google.com/store/apps/details?id=com.pro.simplepos · iPhone/iPad https://apps.apple.com/in/app/invoay-simplepos/id6473098733 · Windows https://apps.microsoft.com/detail/9nrl7wwkpxv3
- Simple Attendance (staff attendance app): Android https://play.google.com/store/apps/details?id=pro.simplepos.attendance · iPhone https://apps.apple.com/in/app/invoay-simple-attendance/id6739423857
- Invoay Pocket (app for business owners: sales, reports and bookings on the phone): Android APK https://erp.invoay.com/pocket_invoay/pocket-invoay.apk (always the latest version) · iPhone https://apps.apple.com/in/app/invoay-pocket/id1596454268 · Web https://pocket.invoay.com/
- Help Center login (support tickets only, not a product login): https://helpdesk.invoay.com/login.php
- All apps and logins on one page: https://helpdesk.invoay.com/apps.php

## Help topics for tickets

SimplePOS · Backoffice (ERP) · Mobile app · Wabixo (WhatsApp API) · SMS recharge and DLT · Account and billing (renewal, payment, invoice) · Software training · Other technical support · Feedback

## Product guides

Full guide indexes: https://docs.invoay.com/llms.txt (SimplePOS and Backoffice) and https://docs.wabixo.com/llms.txt (Wabixo).

## Backoffice (ERP) guide

- [Invoay ERP – User Guide](https://docs.invoay.com/backoffice/): Welcome! This guide walks you through the Invoay ERP back office — the website where you look at your sales, manage your items and customers, run reports and
- [Customers](https://docs.invoay.com/backoffice/customers/): The Customers menu is all about the people who keep your business going: who they are, who keeps coming back, who has drifted away, what they owe, and what
- [Appointment Summary](https://docs.invoay.com/backoffice/customers/appointment-summary/): See all your appointments in one place, and keep track of any money still due on them.
- [Customer Visits by Gender, E-Checkin and Employee Customer Service](https://docs.invoay.com/backoffice/customers/customer-insights/): A day-by-day breakdown of your visitors by gender, split into new and repeat customers — both the number of customers and the amount they spent:
- [Customer Packages](https://docs.invoay.com/backoffice/customers/customer-packages/): Track the packages your customers have bought — how many services they've used, how many are left, and whether they still owe money on them.
- [Leads and Bookings](https://docs.invoay.com/backoffice/customers/leads-and-bookings/): A lead is someone who has shown interest but hasn't become a customer yet — they called to ask about bridal packages, or walked in to check prices. Keeping
- [Loyalty Points](https://docs.invoay.com/backoffice/customers/loyalty-points/): If you run a loyalty programme, customers earn points on their bills and use them for discounts later. These reports show who has points, how they earned
- [Customer Memberships and Wallets](https://docs.invoay.com/backoffice/customers/memberships-and-wallets/): These reports show which customers hold memberships and how much money they have in their wallets. From here you can also extend a membership or wallet and
- [Customer Pending Amount and Settlement](https://docs.invoay.com/backoffice/customers/pending-amounts/): Sometimes a customer doesn't pay the full bill right away — "I'll pay the rest next time". Invoay keeps track of what they still owe (their pending amount)
- [Repeat and Lost Customers](https://docs.invoay.com/backoffice/customers/repeat-and-lost-customers/): It costs far less to keep a customer than to find a new one. These reports show you who keeps coming back and who has stopped coming — so you can thank the
- [Sending SMS and WhatsApp to Customers](https://docs.invoay.com/backoffice/customers/sending-messages/): Many customer lists in Invoay — like View Customers, Repeat Customer and Lost Customer — let you pick customers and send them a message straight away. It's
- [View Customers](https://docs.invoay.com/backoffice/customers/view-customers/): Your complete customer list — everyone who has ever been billed or registered at any of your stores.
- [Dashboards](https://docs.invoay.com/backoffice/dashboards/): Dashboards give you the big picture at a glance. To open one, click your business name at the top-left of any screen.
- [Dashboard (Home)](https://docs.invoay.com/backoffice/dashboards/dashboard/): The Dashboard is the first screen you see after logging in. Think of it as the front page of your business — in a single glance you can see how today is
- [Employee Utilization Dashboard](https://docs.invoay.com/backoffice/dashboards/employee-utilization-dashboard/): Your team is your biggest asset. This dashboard helps you see how busy each person is, how much business they bring in, and who's doing great or might need a
- [Multi Store Dashboard](https://docs.invoay.com/backoffice/dashboards/multi-store-dashboard/): Running more than one branch? The Multi Store Dashboard puts all your stores side by side, so you can see at a glance which branches are flying, which are
- [Profitability Dashboard](https://docs.invoay.com/backoffice/dashboards/profitability-dashboard/): Sales tell you how much money came in. Profit tells you how much you actually got to keep. The Profitability Dashboard shows your profit, what's eating into
- [Targets](https://docs.invoay.com/backoffice/dashboards/targets/): Goals keep everyone focused. Invoay lets you set monthly targets for each store and monthly targets for each staff member. Once they're set, your dashboards
- [Employees](https://docs.invoay.com/backoffice/employees/): The Employees menu covers your team: their details, logins and permissions, shifts, attendance, sales and incentives.
- [Attendance Reports](https://docs.invoay.com/backoffice/employees/attendance-reports/): See who came in, when, and for how long. Staff check in and out at the billing counter (or on the attendance app / biometric machine, if you use one).
- [Employee Master and Shifts](https://docs.invoay.com/backoffice/employees/employee-master/): Everyone who works at your stores. The list shows each person's store, name, gender, phone number, salary, address, whether they show in billing, whether
- [Sales and Incentive Reports](https://docs.invoay.com/backoffice/employees/sales-and-incentive-reports/): How much each staff member sold — and how much incentive (commission) they've earned. Handy at salary time.
- [Getting Started](https://docs.invoay.com/backoffice/getting-started/): This page helps you find your way around. Once you know where things live, every other screen will feel familiar.
- [Inventory](https://docs.invoay.com/backoffice/inventory/): The Inventory menu is all about your stock: buying it, checking it, moving it between stores, and keeping track of petty cash.
- [Bill of Materials](https://docs.invoay.com/backoffice/inventory/bill-of-materials/): Every service uses up some product: a hair colour might use 60 ml of colour and 60 ml of developer; a facial uses a sachet of cream. Bill of Materials lets
- [Current Inventory](https://docs.invoay.com/backoffice/inventory/current-inventory/): Current Inventory shows how much of each product you have right now, and what that stock is worth. It's also where you correct your stock after a physical
- [Employee Issued Products](https://docs.invoay.com/backoffice/inventory/employee-issued-products/): Your team uses products every day — shampoo at the wash station, wax, colour tubes, cotton. Employee Issued Products lets you record which products you hand
- [Inventory Transfer](https://docs.invoay.com/backoffice/inventory/inventory-transfer/): Have too much of a product in one branch and not enough in another? Inventory Transfer lets you move stock between your stores, with a proper challan and a
- [Petty Cash](https://docs.invoay.com/backoffice/inventory/petty-cash/): Petty cash is the small amount of cash you keep at each store for day-to-day expenses — tea, cleaning supplies, a quick repair. Here you can send petty cash
- [Purchase](https://docs.invoay.com/backoffice/inventory/purchase/): The Purchase menu is where you record the stock you buy from your suppliers (we call them vendors), keep track of what you still owe them, and send them
- [Stock Reports](https://docs.invoay.com/backoffice/inventory/stock-reports/): These reports help you understand how your stock moves: what came in, what went out, and what's running low. Each one lets you pick a store and, where it
- [Marketing](https://docs.invoay.com/backoffice/marketing/): The Marketing menu holds everything that brings customers in and keeps them coming back: coupons, gift vouchers, offers, referrals, cashback, loyalty points
- [Birthday and Anniversary Reminder Settings](https://docs.invoay.com/backoffice/marketing/birthday-anniversary-reminders/): Nothing makes a customer feel special like a birthday or anniversary wish — especially with a little offer attached. Set it up once and Invoay sends the
- [Wallet Cashback and Loyalty Points](https://docs.invoay.com/backoffice/marketing/cashback-and-loyalty/): Give customers a little money back into their wallet after they pay — money they can only spend at your stores. It's a friendly nudge to come back soon.
- [Coupon Codes](https://docs.invoay.com/backoffice/marketing/coupon-codes/): Coupons give customers a reason to come back. Invoay can create coupons automatically after a visit, or you can make your own coupon codes to share on social
- [Gift Vouchers](https://docs.invoay.com/backoffice/marketing/gift-vouchers/): Gift vouchers let customers buy a treat for someone else — or for themselves. They bring in money upfront and often bring in brand-new customers too.
- [Promotions (Offers)](https://docs.invoay.com/backoffice/marketing/promotions/): Promotions let you run offers that the billing counter applies automatically — no coupon code needed.
- [Item Based Range Discount](https://docs.invoay.com/backoffice/marketing/range-discount/): Reward customers for buying more — for example "Buy 2–4 shampoos, get 10% off; buy 5 or more, get 20% off". The billing counter applies the right discount
- [Customer Registration, Feedback and Referral](https://docs.invoay.com/backoffice/marketing/registration-feedback-referral/): A simple sign-up form with your store's logo that customers can fill in themselves — for example on a tablet at your reception while they wait. It saves your
- [Master](https://docs.invoay.com/backoffice/master/): The Master menu holds the basic lists everything else is built on. Set these up first and the rest of Invoay falls into place.
- [Bill Editing](https://docs.invoay.com/backoffice/master/bill-editing/): Mistakes happen at a busy counter — the wrong staff member picked, the wrong quantity, the customer paid by card but it was marked as cash. Bill Editing lets
- [Category Master & Expense Categories](https://docs.invoay.com/backoffice/master/category-master/): Categories are like folders for your services and products — Hair, Skin, Nails, Retail Products and so on. They keep your billing screen tidy and make your
- [Customer Registration Sources](https://docs.invoay.com/backoffice/master/customer-registration-sources/): When a new customer walks in, it's really useful to know how they found you: walk-in, Instagram, Google, a friend's referral, a flyer? Registration sources
- [Item Master](https://docs.invoay.com/backoffice/master/item-master/): Item Master is your full list of services and products — what they're called, what they cost, their taxes, and how they behave at the billing counter. Almost
- [Membership Master](https://docs.invoay.com/backoffice/master/membership-master/): A membership gives a customer discounts for a set period — for example "Gold Membership: 20% off all hair services for one year". Memberships keep customers
- [Membership Wallet Master](https://docs.invoay.com/backoffice/master/membership-wallet-master/): A membership wallet is a prepaid card: the customer pays in advance and gets extra value to spend. For example, "Pay 10,000, get 12,000 to spend". You get the
- [Package Master & Copy Package](https://docs.invoay.com/backoffice/master/package-master/): A package is a bundle of services sold together, usually at a special price — for example "Bridal Package" or "6 Haircuts for the price of 5". Customers pay
- [Payment Master](https://docs.invoay.com/backoffice/master/payment-master/): Payment Master is the list of ways your customers can pay — Cash, Card, UPI, wallets and so on. Whatever you switch on here shows up as a payment option at
- [Store Maintenance](https://docs.invoay.com/backoffice/master/store-maintenance/): Store Maintenance is a simple daily checklist for each store. Your store manager ticks off whether everything is working and notes any problems, so you always
- [Reports](https://docs.invoay.com/backoffice/reports/): The Reports menu answers the questions every business owner asks: How much did we sell? What did we collect? What did we spend? What's working?
- [Customer and Marketing Reports](https://docs.invoay.com/backoffice/reports/customer-and-marketing-reports/): See how your wallets, referrals, coupons, gift vouchers and feedback are doing — and which customers are due for their next visit.
- [WhatsApp / SMS Reports](https://docs.invoay.com/backoffice/reports/messaging-reports/): Keep track of the messages you send to customers and your message balances.
- [Purchase Reports](https://docs.invoay.com/backoffice/reports/purchase-reports/): Look back at what you've bought from your vendors. To record purchases or pay vendors, see Inventory › Purchase.
- [Sales Reports](https://docs.invoay.com/backoffice/reports/sales-reports/): Sales reports answer every "how much did we sell?" question — by day, by month, by item, by staff member, by payment method. They all work the same way
- [Expenses, Till, KOT and Job Work Reports](https://docs.invoay.com/backoffice/reports/store-operations-reports/): Reports about running the store day to day: what you spend, how much cash is in the till, kitchen orders, and job work.
- [GST, Tally and Profit & Loss](https://docs.invoay.com/backoffice/reports/tax-and-accounting/): These reports help you (and your accountant) with tax returns and your books.
- [Setup](https://docs.invoay.com/backoffice/setup/): The Setup menu is where you configure your business: messages to customers, store details, billing counter behaviour, staff roles, online booking and your
- [Configuration](https://docs.invoay.com/backoffice/setup/configuration/): Settings that control how your billing counter (POS) behaves, plus WhatsApp, SKU and barcode setup.
- [Messaging and Notification Settings](https://docs.invoay.com/backoffice/setup/messaging-settings/): Invoay sends your customers messages automatically — a copy of their bill, appointment confirmations and reminders, package and membership updates and so on.
- [Employee Roles, Booking Sync, Subscriptions and Add-ons](https://docs.invoay.com/backoffice/setup/roles-booking-subscriptions/): The job roles you use for your team — Stylist, Therapist, Receptionist, Manager and so on. You pick a role for each employee when you add them.
- [Store, Chain and Discount Settings](https://docs.invoay.com/backoffice/setup/store-settings/): Your stores' contact details, tax numbers, links and timings. Click a value to change it, then Save changes. Hover over a column heading for a short
- [Working with Lists and Reports](https://docs.invoay.com/backoffice/working-with-lists/): Most pages in Invoay show information in a list (a table with rows and columns). They all work the same way, so once you've learned these tricks you can use

## SimplePOS app guide

- [SimplePOS user guide](https://docs.invoay.com/simplepos/): Welcome! This guide walks you through SimplePOS step by step, in plain language. You don't need any technical knowledge to follow it.
- [Appointments](https://docs.invoay.com/simplepos/appointments/): The Appointment tab is your booking diary. See who's coming in, book new visits, move them around, and turn a finished appointment into a bill with one tap.
- [Appointment problems and how to fix them](https://docs.invoay.com/simplepos/appointments/appointments-problems/): Common SimplePOS appointment messages, what causes them and how to fix them: booking past times, cancelled appointments, plan limits and more.
- [Book an appointment](https://docs.invoay.com/simplepos/appointments/book-an-appointment/): How to book an appointment in SimplePOS: choose the customer, add services, pick the staff member for each and save the booking.
- [Manage an appointment: arrive, bill, change or cancel](https://docs.invoay.com/simplepos/appointments/manage-an-appointment/): Tap any appointment on the calendar to open it. On a computer, it opens in a panel on the right. On a phone, it opens as a full screen.
- [Staff attendance](https://docs.invoay.com/simplepos/attendance/): The Attendance tab is where your team checks in when they arrive and checks out when they leave. It also tells everyone who's in today. And when you're
- [Billing](https://docs.invoay.com/simplepos/billing/): The Billing tab is where you'll spend most of your day. It's where you add what the customer is buying, apply any discounts, take payment and print the receipt.
- [Add products and services to the bill](https://docs.invoay.com/simplepos/billing/add-items-to-the-bill/): There are three ways to add something to the bill. Tap it, search for it, or scan it. Use whichever is quickest for you.
- [Billing problems and how to fix them](https://docs.invoay.com/simplepos/billing/billing-problems/): Seeing a message while billing? Find it below. Most can be fixed in a few seconds.
- [Change or remove items in the bill](https://docs.invoay.com/simplepos/billing/change-or-remove-items/): Customer changed their mind? Picked the wrong size? No problem. You can change anything in the bill before you check out.
- [Choose a customer for the bill](https://docs.invoay.com/simplepos/billing/choose-a-customer/): Adding the customer to the bill means their visit, points, wallet and packages are all kept up to date. It only takes a few seconds.
- [Discounts, coupons and offers](https://docs.invoay.com/simplepos/billing/discounts-coupons-and-offers/): Everyone loves a good deal! SimplePOS gives discounts in a few different ways. Some happen automatically, and some you add yourself on the Checkout screen.
- [Hold a bill and load it later](https://docs.invoay.com/simplepos/billing/hold-and-load-bills/): Busy counter? A customer is still in the chair, but someone else is waiting to pay? Hold puts the first bill safely aside so you can serve the next person.
- [Print or reprint a receipt](https://docs.invoay.com/simplepos/billing/print-and-reprint-receipts/): What you see when a bill is saved in SimplePOS, how to reprint one of your recent receipts, and what to do if the printer isn't working.
- [Sell packages, memberships and gift vouchers](https://docs.invoay.com/simplepos/billing/sell-packages-memberships-and-gift-vouchers/): Besides regular products and services, you can sell a few special things from the billing screen, all of which bring customers back again and again. This page
- [Take payment and finish the bill](https://docs.invoay.com/simplepos/billing/take-payment/): This is the last step: collect the money and print the receipt. The customer can pay one way, or split the bill across several.
- [What's new in SimplePOS](https://docs.invoay.com/simplepos/changelog/): What's new in each version of SimplePOS: new features, improvements and fixes, newest first.
- [Customers](https://docs.invoay.com/simplepos/customers/): The Customer tab is your customer address book, with each customer's full story in one place: who they are, what they've bought, what's in their wallet, their
- [Add or edit a customer](https://docs.invoay.com/simplepos/customers/add-or-edit-a-customer/): How to add a new customer or edit an existing customer's details in SimplePOS, from the billing screen or the Customer tab.
- [Customer history](https://docs.invoay.com/simplepos/customers/customer-history/): See everything a customer has bought and used in SimplePOS: purchases, loyalty points, packages, memberships, coupons and AI recommendations.
- [The customer profile](https://docs.invoay.com/simplepos/customers/customer-profile/): The Customer Detail page is the customer's summary card. Here's what's on it, and what you can do.
- [Customer problems and how to fix them](https://docs.invoay.com/simplepos/customers/customers-problems/): Common SimplePOS customer messages, what causes them and how to fix them: no customer selected, customer not found, duplicate phone numbers and more.
- [Settle a pending amount](https://docs.invoay.com/simplepos/customers/settle-a-pending-amount/): A pending amount is money a customer still owes from an earlier bill. For example, they paid ₹1,500 of a ₹2,000 bill and promised to pay the rest later. See
- [Wallet recharge and gift vouchers](https://docs.invoay.com/simplepos/customers/wallet-and-gift-vouchers/): The store wallet (also called the Wallet & Advance Card) is money a customer has paid in advance. They can spend it on any future bill. It's handy for
- [Close the day (day end)](https://docs.invoay.com/simplepos/day-end/): At the end of the day, you count the cash in the drawer, check card and other payments against what SimplePOS expects, decide how much cash to take out and
- [Expenses](https://docs.invoay.com/simplepos/expenses/): Record the day-to-day money that goes out of your store, such as tea and snacks, cleaning supplies, repairs or a quick courier. Recording expenses keeps your
- [Getting started](https://docs.invoay.com/simplepos/getting-started/): This section is for the store owner (or whoever is setting things up) the very first time SimplePOS is installed on a device.
- [Activate SimplePOS on a new device](https://docs.invoay.com/simplepos/getting-started/activate-simple-pos/): This page walks you through setting up SimplePOS on a new computer, tablet or phone for the first time. It takes about 5–10 minutes. Once you're done, your
- [Book a free demo](https://docs.invoay.com/simplepos/getting-started/book-a-free-demo/): Not an Invoay customer yet? No problem. You can book a free live demo straight from the app, and our team will show you around.
- [Main counter or extra counter? Choosing your setup type](https://docs.invoay.com/simplepos/getting-started/choose-your-setup-type/): During setup, SimplePOS asks for an Installation Type. It sounds technical, but it's really just one question: is this your main billing device, or an extra
- [Pair your card machine (WorldLine or Razorpay editions)](https://docs.invoay.com/simplepos/getting-started/pair-your-card-machine/): When SimplePOS runs on a card machine, the app and the machine need to be "paired" during setup, so that card payments go to the right account. Don't worry
- [Inventory](https://docs.invoay.com/simplepos/inventory/): The Inventory tab shows what's on your shelves, which products are with your staff for daily use, and stock sent to you from other stores or your warehouse.
- [Check your stock](https://docs.invoay.com/simplepos/inventory/check-your-stock/): Check stock levels in SimplePOS: open Current Stock, spot negative or low stock, find a product, see stock totals and sell items that are out of stock.
- [Issue products to staff](https://docs.invoay.com/simplepos/inventory/issue-products-to-staff/): Salons and spas often hand products to staff for use during services, such as a bottle of shampoo for the wash station or a tub of wax for the waxing room.
- [Receive a stock transfer](https://docs.invoay.com/simplepos/inventory/receive-a-stock-transfer/): When your warehouse or another store sends you stock, it shows up in Transfer In. When the delivery arrives, you count it and confirm what you actually
- [Job work](https://docs.invoay.com/simplepos/job-work/): Job work is work you send out to another business, called a vendor, to be done for you. Think alterations sent to a tailor, jewellery sent for polishing, or
- [Leads (enquiries)](https://docs.invoay.com/simplepos/leads/): A lead is someone who's interested but hasn't bought yet. For example, a bride-to-be asking about bridal packages, or a walk-in enquiring about membership
- [Logging in](https://docs.invoay.com/simplepos/login/): This section covers what happens every working day: logging in, opening the till, and logging out at the end of your shift.
- [Log out and close your shift](https://docs.invoay.com/simplepos/login/log-out/): Logging out when you finish keeps your sales under your name. It also stops anyone else from billing under your login.
- [Login problems and how to fix them](https://docs.invoay.com/simplepos/login/login-problems/): Seeing a message you weren't expecting? Find it in the tables below. Most problems take less than a minute to fix.
- [Open the till for the day](https://docs.invoay.com/simplepos/login/open-the-till/): Before the first bill of the day, SimplePOS asks you to open the till. This is a quick check that the cash in your drawer matches what was left there at the
- [Log in to SimplePOS](https://docs.invoay.com/simplepos/login/staff-login/): Every staff member has their own login. This keeps each person's bills, sales and commissions under their own name. This page shows you how to log in.
- [Finding your way around](https://docs.invoay.com/simplepos/navigation/): Once you're logged in, everything in SimplePOS is only a tap or two away. This page is your map. It shows every tab, what you can do there, and which tabs
- [Online orders](https://docs.invoay.com/simplepos/online-orders/): When customers order online, their orders come into the Online Order tab. Here you accept them, prepare them, and turn them into a bill when the customer
- [Reports](https://docs.invoay.com/simplepos/reports/): The Reports tab gives you a quick view of how your store is doing: sales, expenses, staff incentives, tips, attendance and pending payments.
- [Returns, exchanges and bill changes](https://docs.invoay.com/simplepos/returns/): Sometimes a bill needs fixing after it's done. The customer returns a product, wants a different size, or the wrong payment method was picked. You'll find all
- [Change the payment method or staff on a bill](https://docs.invoay.com/simplepos/returns/change-payment-or-staff/): Picked Cash when the customer actually paid by Card? Gave the service to the wrong stylist? You can fix it without cancelling the bill. The amounts stay
- [Exchange an item](https://docs.invoay.com/simplepos/returns/exchange-an-item/): Customer wants a different shade, size or flavour? An exchange swaps the product they bought for another one at the same price, with no money changing hands.
- [Return a whole bill](https://docs.invoay.com/simplepos/returns/return-a-whole-bill/): Use this when the customer is returning everything on a bill and should get all their money back.
- [Return some items from a bill](https://docs.invoay.com/simplepos/returns/return-some-items/): Use this when the customer is returning one or a few items, but keeping the rest. For example, they bought a shampoo and a conditioner, and they're returning
- [Return and exchange problems](https://docs.invoay.com/simplepos/returns/returns-problems/): Common problems with returns and exchanges in SimplePOS, such as not finding the bill, time limits and approvals, and how to fix them.
- [Settings](https://docs.invoay.com/simplepos/settings/): The Settings page holds the options for this device: date and time format, look and feel, printer, and a few maintenance tools. Most of your store's rules
- [Correct bill numbers and values](https://docs.invoay.com/simplepos/settings/correct-bills/): These are special repair tools for rare situations, for example after a device's date was set wrongly, or after a problem during syncing. Most stores never
- [Keep your data up to date](https://docs.invoay.com/simplepos/settings/keep-data-up-to-date/): SimplePOS keeps your counter and your Invoay back office in sync automatically. These tools in Settings → General let you refresh things by hand, which is
- [Set up your printer and receipts](https://docs.invoay.com/simplepos/settings/printer-and-receipts/): You'll see the Printer Setting screen right after you activate SimplePOS. You can come back any time: Settings → Printing.
- [Get help from Invoay Support](https://docs.invoay.com/simplepos/support/): Stuck on something? The Invoay Support team is happy to help. 😊
- [Wabixo](https://docs.invoay.com/simplepos/wabixo/): Wabixo is a companion app from Invoay. The Wabixo tab opens it right inside SimplePOS, and you're signed in automatically with your SimplePOS login. No

## Wabixo guide

- [Analytics & Reports](https://docs.wabixo.com/analytics/): The Analytics & Reporting Command Center (/dashboard/analytics) is the centralized business intelligence, performance auditing, and financial telemetry hub of
- [AI Reports, Agent Summaries & Chat Audit Logs](https://docs.wabixo.com/analytics/ai-reports-and-chat-summaries/): Artificial Intelligence transforms massive volumes of unstructured WhatsApp conversation transcripts into structured, high-value business intelligence. Rather
- [Chat Analytics, 24h Window & Resolution Workflows](https://docs.wabixo.com/analytics/chat-analytics-and-resolution/): The Chat Analytics Suite (/dashboard/analytics?tab=dashboard) is the operational heartbeat of customer care and sales operations. It tracks the real-time
- [Messaging Metrics, Template Logs & Unsubscribe Auditing](https://docs.wabixo.com/analytics/messaging-and-template-logs/): High-volume WhatsApp Business operations require deep visibility into message traffic curves, template delivery tracking, and strict regulatory compliance
- [Sent Template Report & Wallet Spending Telemetry](https://docs.wabixo.com/analytics/sent-template-and-wallet-spending/): WhatsApp Business API messaging operates on a paid conversation and per-template consumption model governed by Meta's official category pricing. Because
- [Team Health & Agent Performance Telemetry](https://docs.wabixo.com/analytics/team-health-and-agent-performance/): Customer satisfaction on WhatsApp is directly driven by response speed, staff availability, and resolution quality. In a busy multi-agent contact center
- [Automation & Bots](https://docs.wabixo.com/automation/): Wabixo's Automations & Bots Engine provides 24/7 intelligent customer engagement without requiring constant manual intervention from human agents. By unifying
- [Autonomous LLM AI Agent Configuration](https://docs.wabixo.com/automation/ai-agent/): The Wabixo AI Agent provides generative conversational intelligence powered by modern Large Language Models (LLMs). Unlike rule-based keyword bots that follow
- [Auto-Assignment & Conversation Routing](https://docs.wabixo.com/automation/auto-assignment-and-routing/): The Auto-Assignment Engine automatically distributes incoming customer conversations across your active human team members. By eliminating manual chat
- [Default Actions & Business Hours](https://docs.wabixo.com/automation/default-actions-and-business-hours/): Default Actions provide baseline conversational automation across your entire WhatsApp Business line. They ensure your business never goes silent by greeting
- [Keyword Actions & Triggers](https://docs.wabixo.com/automation/keyword-actions-and-triggers/): Keyword Actions allow your organization to listen for specific words, phrases, or customer intentions on WhatsApp and immediately execute tailored automated
- [Quick Replies & Slash Shortcuts Library](https://docs.wabixo.com/automation/quick-replies-library/): The Quick Replies Library provides a centralized repository of pre-written, standardized response templates that support and sales agents can insert into
- [Visual Bot Builder & Interactive Flows](https://docs.wabixo.com/automation/visual-bot-builder-flows/): The Visual Bot Builder allows your organization to design intelligent, multi-step conversation flows using official WhatsApp native interactive
- [Workflow Rules & SLA Monitoring](https://docs.wabixo.com/automation/workflow-rules-and-slas/): Workflow Rules enable organizations to enforce Service Level Agreements (SLAs), prevent customer inquiries from slipping through the cracks, and automate
- [Billing & Plans](https://docs.wabixo.com/billing/): Wabixo's Billing & Subscriptions Hub (/dashboard/billing) is the centralized financial control center for your organization's messaging expenditures, prepaid
- [GST Document Center & Transaction History](https://docs.wabixo.com/billing/gst-document-and-invoices/): Wabixo provides corporate tax compliance auditing and transaction history tracking across your entire workspace.
- [Subscription Plans, Upgrades & Dynamic Add-Ons](https://docs.wabixo.com/billing/plans-and-addons/): Wabixo offers tiered subscription plans engineered for different business scales—from single salon branches using Invoay POS to high-growth multi-agent teams
- [WABA Wallet Recharge & Balance Management](https://docs.wabixo.com/billing/wallet-recharge-and-balances/): To ensure uninterrupted message delivery, your WhatsApp Business numbers must maintain a positive prepaid messaging balance. Outbound marketing broadcasts
- [Getting Started](https://docs.wabixo.com/getting-started/): Wabixo is an all-in-one WhatsApp Business Platform, Customer Engagement, and Marketing Automation suite built on the official Meta WhatsApp Cloud API. It
- [Logging In to Wabixo & OTP Authentication](https://docs.wabixo.com/getting-started/logging-in-and-authentication/): Wabixo uses secure, passwordless authentication. When an organization purchases Wabixo, their organization workspace, Tenant ID, and WhatsApp Business (WABA)
- [Setting Up Your Agent Profile & Presence](https://docs.wabixo.com/getting-started/managing-agent-profile-and-presence/): In a shared team environment where multiple team members communicate with customers from a single official WhatsApp number, Agent Presence and Profile
- [Navigating the Wabixo Workspace](https://docs.wabixo.com/getting-started/navigating-the-dashboard/): The Wabixo workspace is engineered for operational speed, providing unified access to customer messaging, marketing campaigns, automated bot workflows, team
- [Managing & Switching WhatsApp Numbers](https://docs.wabixo.com/getting-started/switching-waba-numbers/): Many organizations operate multiple WhatsApp Business numbers to segregate communication channels—such as separate lines for Sales vs Customer Support, or
- [Setting Up Your WhatsApp Business Profile](https://docs.wabixo.com/getting-started/whatsapp-business-profile-setup/): Your WhatsApp Business Profile serves as your brand's official public identity across WhatsApp. Customers see your verified display name, category, profile
- [Marketing & Broadcasts](https://docs.wabixo.com/marketing/): Outbound communication on WhatsApp represents one of the highest-converting channels for modern businesses, boasting average open rates exceeding 95% and
- [Broadcast Analytics & Real-Time Delivery Funnel](https://docs.wabixo.com/marketing/campaign-analytics-and-funnel/): Launching a broadcast is only the first step of a WhatsApp outreach strategy. Real-time visibility into whether messages were delivered, read, or failed is
- [Creating and Submitting WhatsApp Templates](https://docs.wabixo.com/marketing/creating-and-submitting-templates/): WhatsApp Message Templates are the foundation of proactive, outbound customer engagement. Whenever your business initiates outreach to customers or sends
- [Launching Broadcast Campaigns](https://docs.wabixo.com/marketing/launching-broadcast-campaigns/): Wabixo’s Broadcast Campaign Wizard orchestrates high-volume WhatsApp broadcast campaigns through a structured, multi-step workflow. By combining approved Meta
- [Scheduled Broadcast Campaigns](https://docs.wabixo.com/marketing/scheduled-broadcasts/): Timing is a critical determinant of marketing campaign success on WhatsApp. Delivering messages when customers are commuting, on lunch breaks, or browsing in
- [WhatsApp Template Guidelines and Meta Approval Rules](https://docs.wabixo.com/marketing/whatsapp-template-guidelines/): To prevent spam, maintain user trust, and protect the customer messaging experience, Meta requires all outbound business-initiated messages sent outside the
- [Audience Segmentation](https://docs.wabixo.com/segmentation/): The Audience Segmentation Module enables you to slice and dice your customer audience into targeted, high-converting cohorts. Rather than blasting generic
- [Chat-Based Audience Segments](https://docs.wabixo.com/segmentation/chat-based-segments/): Chat-Based Segments allow you to group contacts using parameters originating from customer conversations in the Wabixo Team Inbox. This is ideal for
- [Invoay POS & ERP Audience Segments](https://docs.wabixo.com/segmentation/invoay-pos-segments/): When your WhatsApp Business Number is connected to Invoay Cloud POS / ERP, Wabixo unlocks deep transactional segmentation. Powered by Wabixo's upstream
- [Settings](https://docs.wabixo.com/settings/): The Settings & Administration Hub (/dashboard/settings) serves as the central control room for configuring your WhatsApp Business numbers, conversational
- [Account Settings, Opt-Outs & Product Catalogue](https://docs.wabixo.com/settings/account-settings-and-catalogue/): Operating a compliant WhatsApp Business account requires honoring customer messaging preferences, providing instant confirmation when customers opt out or opt
- [AI Configuration & Prompt Engineering](https://docs.wabixo.com/settings/ai-configuration-and-prompts/): Artificial Intelligence in Wabixo enhances team productivity, accelerates customer resolution times, and delivers actionable business insights. Powered by
- [Auto-Assignment & Intelligent Chat Routing](https://docs.wabixo.com/settings/auto-assignment-and-routing/): In high-volume customer communication, manually assigning incoming chats creates bottlenecks, delays first-response times, and results in unbalanced agent
- [Automation Control & Working Hour Keywords](https://docs.wabixo.com/settings/automation-and-working-hour-keywords/): Conversational automation allows businesses to respond to incoming customer messages instantly, provide 24/7 availability, route inquiries based on customer
- [Business Operating Hours & Holiday Management](https://docs.wabixo.com/settings/business-hours-and-holidays/): Customer expectations for rapid responses on WhatsApp are exceptionally high. However, support teams and sales agents cannot remain active 24/7.
- [WhatsApp Business Profile & Account Settings](https://docs.wabixo.com/settings/business-profile-and-account/): Your WhatsApp Business Profile represents your brand's verified public identity across the entire Meta ecosystem. Whenever a prospect or client opens a chat
- [Chat Configuration & Message Signatures](https://docs.wabixo.com/settings/chat-configuration-and-signatures/): When multiple agents handle customer inquiries from a shared WhatsApp Business number, establishing consistent message formatting and clear personal
- [Departments, Team Groups & Roles (RBAC)](https://docs.wabixo.com/settings/departments-groups-and-roles/): As businesses scale from single-agent setups to multi-department operations, organizing team members into functional units and enforcing strict role-based
- [Email Notifications & Template Designer](https://docs.wabixo.com/settings/email-notifications-and-templates/): While WhatsApp serves as the primary real-time communication channel with customers, email notifications provide essential asynchronous alerting for team
- [Invoay ERP Multi-Store Integration](https://docs.wabixo.com/settings/invoay-erp-integration/): For retail businesses, salons, spas, and multi-outlet clinics running Invoay POS & ERP, the Invoay Integration Hub (/dashboard/settings/invoay) establishes a
- [Junk Filters & Blocked Phrases Management](https://docs.wabixo.com/settings/junk-filter-and-blocked-phrases/): Public WhatsApp numbers frequently receive promotional spam, automated robocalls, unsolicited vendor pitches, and abusive messages. Leaving these unchecked
- [Knowledge Doc Chat & AI Copilot Settings](https://docs.wabixo.com/settings/knowledge-doc-chat-settings/): The Knowledge Doc Chat Settings tab (/dashboard/settings/knowledgedocchat) allows tenant administrators to configure the internal AI Knowledge Copilot
- [Tags & Custom Attributes Management](https://docs.wabixo.com/settings/tags-and-custom-attributes/): Accurate customer categorization and structured data collection are fundamental to scaling high-volume WhatsApp operations.
- [Team Inbox](https://docs.wabixo.com/team-inbox/): The Team Inbox (/dashboard/teamInbox) is the primary workspace for sales representatives, support agents, and managers in Wabixo. It transforms your verified
- [Assigning, Transferring & Chat Followers](https://docs.wabixo.com/team-inbox/assigning-and-transferring-chats/): In a multi-agent WhatsApp customer support operation, efficiently routing conversations to the right team member ensures rapid response times and prevents
- [Customer Profile, Notes & Tags Sidebar](https://docs.wabixo.com/team-inbox/customer-profile-and-notes-sidebar/): In customer support and sales operations, context is everything. The Right-Hand Context Drawer in Wabixo gives agents instant visibility into customer
- [Managing Chat Statuses, Queues & Life Cycle](https://docs.wabixo.com/team-inbox/managing-chat-statuses-and-queues/): To prevent customer inquiries from being lost, delayed, or forgotten, Wabixo organizes conversations into operational status queues and service window
- [Resolving Conversations & Closing Remarks](https://docs.wabixo.com/team-inbox/resolving-chats-and-closing-remarks/): When a customer inquiry is answered, a technical support ticket is fixed, or a sales negotiation is concluded, marking the conversation as Solved is critical
- [Sending Messages, Media, AI Assist & Stream Notes](https://docs.wabixo.com/team-inbox/sending-messages-media-and-notes/): Wabixo's message composer pairs WhatsApp multimedia messaging with integrated AI productivity tools and internal team collaboration. Agents can draft
- [Troubleshooting Common Team Inbox Issues](https://docs.wabixo.com/team-inbox/troubleshooting-team-inbox/): This guide provides immediate, actionable solutions for common operational issues encountered while handling conversations in the Team Inbox—including message
- [Understanding the WhatsApp 24-Hour Service Window](https://docs.wabixo.com/team-inbox/understanding-the-24-hour-window/): To protect WhatsApp users from spam and maintain a high-quality messaging ecosystem, Meta strictly enforces the WhatsApp 24-Hour Customer Service Window.
- [Using Quick Replies & Slash (/) Shortcuts](https://docs.wabixo.com/team-inbox/using-quick-replies-slash-shortcuts/): Repetitive customer questions regarding pricing, bank details, office locations, return policies, and service menus can consume valuable agent hours. Quick
- [Team Management](https://docs.wabixo.com/team-management/): The Team Management module allows organization administrators to invite, organize, and govern all staff members working in Wabixo. From this centralized
- [Agent CSAT Ratings and Performance Tracking](https://docs.wabixo.com/team-management/agent-ratings-and-performance/): Delivering fast, high-quality customer service on WhatsApp requires continuous visibility into team workload, resolution speed, and customer satisfaction
- [Setting Up Departments & Team Groups](https://docs.wabixo.com/team-management/departments-and-team-groups/): As organizations expand beyond a single customer support desk, structuring staff into functional Departments and specialized Team Groups becomes essential. In
- [Inviting & Onboarding Team Members](https://docs.wabixo.com/team-management/inviting-and-onboarding-members/): Adding customer care representatives, sales associates, and operational specialists to Wabixo takes under two minutes. Administrators can invite staff members
- [Custom Roles & Permissions Matrix (RBAC)](https://docs.wabixo.com/team-management/roles-and-permissions-matrix/): Wabixo employs a 100% Custom Role-Based Access Control (RBAC) architecture. Rather than locking organizations into rigid, pre-packaged hierarchy tiers (such

## Optional

- Help Center home: https://helpdesk.invoay.com/
- Invoay website: https://invoay.com/
- Invoay pricing: https://invoay.com/pricing-rupees/