To automate payment reminders for your business, establishing and verifying your WhatsApp API payment gateway is critical. Sending payment reminders through WhatsApp is now made easier because with the push of a button, clients receive notifications with timestamps and guarantees. This guarantee is ensured by the advanced followup method. Here’s a breakdown of how to test the WhatsApp API and link it with your mobile device.
How to Test The WhatsApp API Payment Gateway
It is critical to verify your WhatsApp API gateway to ensure that before you start sending payments reminders, everything is functioning accordingly.
1. Log in to your account
After signing up with app.ceoitbox.com you need to check if your phone is connected to the internet.
Click on the option that says, “Phone Status” after your sign in.
Next click on the, “Login Status” button to proceed.
2. Scan the QR code
When the system displays a QR code on your screen, please wait a while.
Open WhatsApp on your phone, now use it to scan the QR code on your Computer or laptop.
Connecting Your WhatsApp Using WhatsApp API Payment Integration
Follow these simple steps to link your WhatsApp account to the API gateway:
1. Run WhatsApp on Your Mobile Device
You can opt for either your normal WhatsApp account or a WhatsApp Business account.
Click on the three dots found on the upper right corner of the screen to open the menu.
2. Go To WhatsApp Web
Out of the available options select “WhatsApp Web”
With the camera of your phone, scan the QR code that is visible on your desktop.
3. Successful Login
Proceed to wait for the message, “Login Success. You can start sending messages”. This implies that your WhatsApp is now linked to the API payment gateway.
Important Things to Note While Scanning the QR Code
While scanning the QR code, be weary of these important tips:
1. Sign Out On Other Devices.
Ensure that your WhatsApp account is signed out on all other devices. If your account is still active, the API connection could fail.
2. Restrict Access to One Device.
Do not log in to the WhatsApp account set up for payment notifications on any other devices. Doing so will disrupt the automation process.
3. Utilize One WhatsApp Account
To prevent any issues arising from having multiple active sessions, when switching to another WhatsApp account, make sure to sign out of all devices.
Logging In with Another WhatsApp Account
For switching, you can sign into another WhatsApp account by following the steps below.
1. Log Off the Current Channel
On the “Phone Status” page, press the “Log off Channel” button.
2. Repeat The Login Process
Right now, proceed with the same steps on the second section. Don’t forget to select the option “Logout from all devices” before proceeding forward.
Testing The Payment Gateway
Once, you have successfully connected the WhatsApp account. Now you can send a message to test the system.
1. Create A Message
Select the option to “Create Message”.
Type in the name of the person you wish to send the message to. The system will allow the addition of multiple contacts. Please separate them with a comma.
2. Compose The Message
In the “Message text” contend box, enter the text you would like to send.
3. Send The Message
Once your message is ready and you have clicked “Send”. The message will be sent straight to the receiver’s WhatsApp account.
4. Check Message Details
You have the ability, at any point, to check the status of the test message sent by you by reviewing the reports section.
Summary
Connect Your WhatsApp API: Ensure that your WhatsApp account is linked to your payment gateway so that payment reminders can start being sent automatically.
Test the System: Send yourself a practice payment reminder to ensure that the system works as expected before starting to send out actual reminders.
Use the Report: After the practice messages have been sent, check the reports to see what messages were sent and whether there were issues with delivery or not.
Following these instructions will help with setting up your WhatsApp API gateway, enabling you to link the gateway to your phone, and subsequently make your accounts receivables processes more efficient through automated reminders.
