Guides
How to Take Orders on WhatsApp Without Losing Track (A 7-Step System)
Take orders on WhatsApp Business without losing track: an order quick reply, written confirmations, deposits, one order list and a tracking link per order.
6 min read
Free templates
Twelve order messages for every step from first enquiry to thank-you, written for sellers who take orders on the ordinary WhatsApp app. Fill in your details once, then copy a message or open it straight in WhatsApp.
When someone asks “how much?” and you can quote.
Hi [customer name], thanks for getting in touch with [your business]! For [order details] the price is [total]. I can have it ready by [date]. To book your slot I take a deposit of [deposit], and the balance of [balance] is due on collection. Shall I go ahead?
The moment the customer says yes. This is your written record.
Hi [customer name], your order with [your business] is confirmed ✅ Order: [order details] Ready by: [date] Total: [total] Paid: [deposit] Balance: [balance] You can check your order’s progress any time here: [tracking link] Please reply if anything above isn’t right.
After confirming, before you buy materials or block the date.
Hi [customer name], to lock in your order for [date], please send the deposit of [deposit]. I’ll start as soon as it arrives and send you a confirmation. The balance of [balance] is due on collection. Thank you!
When you’re fully booked or can’t do what they asked.
Hi [customer name], thank you so much for thinking of [your business]! Unfortunately I’m fully booked for [date] and don’t want to promise something I can’t do well. If a later date works, I’d love to help. Just let me know.
As soon as the money lands, so they’re not left wondering.
Hi [customer name], deposit of [deposit] received, thank you! Your order ([order details]) is booked for [date]. Remaining balance: [balance]. You can follow its progress here: [tracking link]
At a natural milestone, ideally with a photo.
Hi [customer name], quick update: work on your [order details] has started and it’s on track for [date]. I’ll let you know as soon as it’s ready. Latest status is always here: [tracking link]
The moment you know, not on the due date.
Hi [customer name], I’m sorry, but your [order details] is running a little late. The new date is [date]. I’d rather tell you now than leave you waiting. If the new date doesn’t work for you, reply and we’ll sort something out.
When the order is finished and waiting.
Hi [customer name], great news: your [order details] is ready! 🎉 The balance of [balance] is due on collection. When would you like to pick it up?
When it leaves you, with the courier details if you have them.
Hi [customer name], your [order details] is on its way to you today. Please make sure someone is available to receive it. Track it here: [tracking link]
A day or two before the due date.
Hi [customer name], just a friendly reminder that the balance of [balance] for your [order details] is due on [date]. Thank you!
When the date has passed and the balance hasn’t arrived.
Hi [customer name], I hope you’re enjoying your [order details]! My records show a balance of [balance] still outstanding from [date]. Could you send it over when you get a moment? Let me know if there’s any problem and we’ll work it out.
A day after delivery, once they’ve had a chance to use it.
Hi [customer name], thank you for ordering from [your business]! I hope you love your [order details]. If you have a moment, a short review or a photo tag would mean a lot to a small business like mine. 💛
Fill in the order details once, or leave them blank to see the placeholders. Nothing you type leaves your browser.
Copy the message you need, or tap Open in WhatsApp to pick the customer and send it.
Save the ones you send most as quick replies in WhatsApp Business (Settings → Business tools → Quick replies), so typing / brings them up in any chat.
Always send the confirmation. It is the written record of what was agreed, and the message you both point to if there is a disagreement later.
No. API message templates have to be approved by Meta and sent through a provider. These are plain messages for the ordinary WhatsApp or WhatsApp Business app, so you can paste and send them straight away.
What you are making, the ready or delivery date, the total price, what has been paid and the balance. Add a tracking link if you have one. The confirmation template above has all of these.
Send a friendly reminder a day or two before the due date, not after it. If the date passes, say what is outstanding and from when, and offer to sort out any problem. Both are in the Ready and getting paid section.
Yes. Copy the message and paste it into Instagram, SMS or email. Only the Open in WhatsApp button is WhatsApp-specific.
Guides
Take orders on WhatsApp Business without losing track: an order quick reply, written confirmations, deposits, one order list and a tracking link per order.
6 min read
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