Twilio SMS integration for receipts and alerts

Receipts customers actually keep

Paper receipts get lost, fade in a wallet, and cost money in thermal rolls. Some customers would also rather not hand over an email address at the counter. SeroPOS can send a receipt by SMS through Twilio, so the customer has it on their phone for returns or expense claims, and you save on paper.

Email receipts and printed receipts remain available, and staff choose at checkout based on what the customer asks for. A phone number captured for a receipt can also be attached to a customer profile for loyalty points, if the customer agrees, which turns a one-off sale into a relationship you can recognise next visit.

Staying in touch with customers

SeroPOS includes customer profiles, customer groups, price groups, loyalty points and a CRM with leads, campaigns, follow-ups and call logs. Text messages are a natural fit for that work, whether you’re letting a customer know their repair job is ready or following up with a wholesale lead after a visit.

Keep campaigns respectful and permission-based. Canada’s anti-spam legislation and US texting rules require consent before you send marketing messages, so collect opt-in at the counter or online first, and make it easy to opt out. Messages people asked for get read; messages they didn’t ask for get your number blocked.

• Receipts by SMS, email or print
• Follow-ups from the CRM
• Loyalty profiles linked to phone numbers
• Opt-in promotions to customer groups

Briefings from Maya by SMS

Maya, the AI employee in SeroBooks, can send a morning briefing by email or SMS: yesterday’s sales, stock that needs attention, overdue invoices and anything else worth a look. She works from your own data using 31 tools, and answers follow-up questions in seconds when you open the app.

Maya drafts purchase orders, reorder points and promotions but never acts without approval. Every action is audited, there are value caps and rate limits, and there’s a kill switch. Customer data isn’t used to train AI models. An SMS briefing simply tells you what deserves your attention before the day gets busy.

WhatsApp, too

In many communities, WhatsApp is how customers prefer to hear from businesses, and some never check email at all. SeroPOS supports WhatsApp messaging, and SeroBooks supports sharing invoices over WhatsApp, so a customer can receive and open an invoice in the same app they use to talk with family and friends.

Between SMS, WhatsApp and email, you can reach customers on the channel they actually use, without exporting contact lists into another tool or copying invoice links by hand. The message goes from the system that holds the sale or invoice, so the details are always correct and nothing needs retyping.