Connect
Stockivio Connect adds messaging and payment links to your business. This screen has one job: switching Connect on.
Why and when you use it
Sending documents to customers and letting them pay from a link shortens the time between billing and collection. Connect is off until you switch it on, so a new business decides when it is ready. The owner or admin does this once.
Before you start
- Be logged in as the owner or an admin
- Make sure your customers' phone numbers are correct in Customers
Step by step
- Open ConnectOpen Connect from the sidebar. The screen explains Stockivio Connect.
- Read what it switches onConnect covers messaging and payment links for this business.
- Switch it onPress Switch on Connect for this business (messaging & payment links).
- Set up messagingOpen Communication and fill in your WhatsApp Mode, Provider and credential, then Save.
- Test with one customerSend one invoice to your own number first, and check the message and any payment link before you use it with customers.
Worked example
Mehta Medicals in Pune sends monthly bills to 40 clinics and wants them to receive bills and pay faster.
- The owner opens Connect and presses Switch on Connect for this business (messaging & payment links).
- He opens Communication, sets up the WhatsApp details and presses Save.
- He sends one bill to his own phone to check it.
Result: Messaging and payment links are available for the business, and the test message reaches his phone.
💡 Tips
- Switch on Connect when you are ready to set up Communication on the same day.
- Tell customers in advance that bills will come from your business number.
⚠️ Common mistakes
- Switching Connect on but never filling in Communication, so no messages go out. Finish both steps together.
Questions
Is Connect needed for normal invoicing?
No. Invoices, payments and reports work without it. Connect adds messaging and payment links on top.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Connect from the sidebar.
- Scene 2: Press Switch on Connect for this business.
- Scene 3: Go to Communication and save the WhatsApp details.
- Scene 4: Send a test invoice to your own phone.