1
Customer asks
Hi boss, can resend our latest statement? I think INV-1024 was paid last week. They also send Tan-Logistics-payment-proof.pdf.
Wholesale & Distribution
Wholesale customer and billing follow-up from WhatsApp
Customers ask for statements, delivery updates, invoices, and receipts in WhatsApp. Stackifier checks the record, reads payment proof, and helps the business answer from the latest facts.
Best first pilot: repeat customer follow-up, with statement PDFs, payment slip matching, delivery questions, and approved WhatsApp replies.
Live thread
The customer asks. The record gets updated.
Stackifier reads the customer message, checks the matching record, and gives the business the reply, PDF, amount, booking, or follow-up date to send.
S
Customer thread
Wholesale & Distribution
Customer + business in one thread
Customer
Hi boss, can resend our latest statement? I think INV-1024 was paid last week.
10:02 AMCustomer
10:03 AMStackifier
INV-1024 has RM 1,900 received. RM 200 is still open. Latest statement is ready.
10:04 AMBusiness
Hi Tan, thanks for the proof. We received RM 1,900 for INV-1024. There is RM 200 still open, and I attached the latest statement here.
10:05 AMBusiness
Latest statement attached.
10:05 AMCustomer
Okay noted, we will settle the RM 200 on Friday.
10:06 AMStackifier
Record updated: partial payment, SOA sent, Friday follow-up.
10:06 AMSame chat, cleaner record
The customer sees a normal reply. The business keeps the proof, status, and next action tied to the account.
2
Record checked
INV-1024 has RM 1,900 received. RM 200 is still open. Latest statement is ready.
3
Business replies
The business replies from the checked record. SOA-Tan-Logistics.pdf goes back in the same thread.
4
Proof saved
Record updated: partial payment, SOA sent, Friday follow-up.