01
Forward invoice or statement
Sales or finance forwards invoice PDFs, delivery notes, or customer messages to Stackifier on WhatsApp.
Customer, invoice number, amount, due date, and status are added to the billing record.
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 customer thread
The customer asks. The record gets updated.
Stackifier reads the message, checks the matching record, and gives the business the reply, PDF, amount, booking, or follow-up date to send.
02
Match payment proof
Customer or staff sends a bank slip, TNG proof, or receipt screenshot.
Stackifier matches the proof to the invoice, flags short payments, and keeps human approval before closing.
03
Approve reminders
A customer needs a statement, receipt, or payment reminder.
The business sends the customer-facing WhatsApp reply from the same record.
S
Customer thread
Wholesale and Distribution
Customer + business in one thread
Message customer...
Why this workflow exists
The work is already happening in chat.
Stackifier gives the scattered parts a record, a status, and a safe next step.
Problem 01
Invoices, delivery notes, and payment slips sit across sales reps, finance chats, and customer WhatsApp threads.
Problem 02
Customers say they paid, but finance still has to match screenshot proof to the right invoice and account.
Problem 03
Trade customers need polite reminders, but staff hesitate because the latest promise-to-pay is buried in chat.
Problem 04
Owners need a daily unpaid list by customer, ageing, collector, and amount without rebuilding the sheet by hand.
Ask in plain language
Give the workflow a clear question.
“Which trade customers need chasing today? Exclude anyone who promised to pay this week.”
“Which customers need a reminder today without chasing anyone who already promised to pay?”
“Match this payment slip to Tan Logistics and tell me if it fully clears the invoice.”
Get a useful next step
The output is ready for review.
↳RM 18,700 needs action. 3 customers need chasing, 2 promised Friday, and 1 proof is short.
↳Reminder list is ready. The sheet is updated with Chase today, Promise-to-pay, and Proof mismatch.
↳Matched to INV-1024. Proof shows RM 1,900 against RM 2,100, so it is marked partial until approved.
Week-one pilot
Start with one narrow loop.
Bring the real messages, documents, and statuses that are costing the team time. We configure the first record and approval flow around them.
01
Import or create one Google Sheet as the billing record for a selected customer group.
02
Map invoice fields, customer names, payment proof types, and reminder approval rules.
03
Run one WhatsApp flow for unpaid tracking and one flow for payment slip matching.
04
Prepare receipt, statement, and E-Invoice-ready export fields for accountant review.
Questions
Before the first pilot.
Can Stackifier replace our accounting software?＋
No. The first pilot keeps your billing follow-up clean before accounting. Start with Google Sheets, then export or integrate once the workflow is proven.
Will reminders send automatically?＋
The recommended pilot keeps human approval before customer reminders go out. That protects relationships and avoids chasing someone who already promised to pay.
Can it read payment slips?＋
Yes, the pilot can parse payment proof and match it to invoice records, with short payment or mismatch cases held for review.
Is this E-Invoice Malaysia submission?＋
No. Stackifier prepares finance-ready fields and exports around your accountant or MyInvois process. Submission stays with your approved finance workflow.