Complete User Guide

How to Use Recsal

Everything you need to know — from signing up to creating invoices and managing your business from WhatsApp.

What's in this guide

1

What is Recsal?

Recsal is a business management tool built specifically for Nigerian small businesses. It replaces the WhatsApp chats, paper books, and Excel sheets most business owners use to track their sales.

Professional Invoices

Create beautiful invoices with your business logo, customer details, itemised products, discount and VAT. Download as PDF or share a link directly on WhatsApp.

Track Sales and Revenue

Record every sale — cash, transfer, or POS. See your daily, monthly, and annual revenue with charts and breakdowns.

Manage Customers and Purchase History

Build your customer database automatically. View any customer's full purchase history, total spent, and contact details in one click.

WhatsApp AI Assistant

Just chat naturally on WhatsApp — create invoices, record sales, add inventory, and check reports without opening a laptop or browser. No menus, no commands, just talk to it like you would a person.

Track Expenses and Business Profit

Record your business costs and see your true profit — revenue minus expenses — updated in real time.


2

Getting Started

Setting up Recsal takes less than 5 minutes. You get a 3-day free trial — no credit card needed.

Step 1 — Create your account

Go to www.getrecsal.com → click Start Free Trial → enter your business name, email, WhatsApp number, and password.

Use the same WhatsApp number you use for your business — Recsal AI needs it to identify you

Step 2 — Set up your business profile

Go to Settings → Business and fill in your business address and upload your logo. These details appear on every invoice you create.

Step 3 — Subscribe after your trial

Your 3-day free trial gives you full access to everything. After that, subscribe for ₦3,000/month using your debit card or bank transfer.

Subscription auto-renews monthly — cancel anytime from Settings → Security

3

Creating Invoices

Create professional PDF invoices in under a minute. Every invoice gets a shareable link you can send directly on WhatsApp.

Create a new invoice

Go to Invoices in the sidebar → click + New Invoice → fill in customer name, phone, location, items, quantity and price.

Add discount and VAT (optional)

Scroll down in the invoice form to see Discount % and VAT % fields. The total updates automatically as you type.

Set a due date

Add a due date to any invoice. When the date passes without payment, Recsal automatically marks it as Overdue in red so you know who owes you.

Share the invoice

Click the ⋯ menu on any invoice → choose Download PDF to save it, or Send via WhatsApp to share the link directly with your customer.

The invoice link works on any phone — your customer can view and print it without an account

Mark as paid

When a customer pays, click the pending badge on the invoice to toggle it to paid. Or open the invoice → click Edit Invoice → change status to paid.

Invoice statuses explained:
Pending — invoice sent, payment not received yet
Overdue — due date passed without payment
Paid — payment received and confirmed

4

Recording Sales

Record every sale you make — cash, transfer, or POS. Recsal automatically tracks your daily and monthly revenue.

Record a sale

Go to Sales → click + Record Sale → enter customer name, product, quantity, amount, and how payment was made (Cash / Transfer / POS).

View your revenue

The Sales page shows a bar chart of your revenue by month. Use the Year filter to see any year's performance. Use the Month filter to see a specific month's breakdown.

Download reports

Scroll to the bottom of the Sales page → click Download Monthly Report or Download Annual Report to get a PDF of all your sales.

Note: When you mark an invoice as paid, it automatically creates a matching sale record. You don't need to record it twice.

5

Managing Customers

Recsal builds your customer database automatically every time you create an invoice or record a sale.

Add a customer manually

Go to Customers → click + Add Customer → enter their name, phone number, and location.

View customer history

Click the ⋯ menu on any customer → click View History to see their total spent, number of transactions, and every invoice and sale you've had with them.

Edit or delete

Use the ⋯ menuEdit to update a customer's details, or Delete to remove them.


6

Tracking Expenses & Profit

Recording your costs lets you see your true profit — not just how much you made, but how much you actually keep.

Add an expense

Go to Expenses → click + Add Expense → enter the title, category (Rent, Salaries, Inventory, etc.), amount, and date.

See your net profit

The Expenses page shows your Net Profit automatically — this month's revenue minus this month's expenses. If costs exceed revenue it shows as Net Loss in red.

Filter by month or year

Use the Month and Year dropdowns to filter expenses and see profit for any specific period.

Expense categories available: Rent · Salaries · Inventory/Stock · Transport · Utilities · Marketing · Equipment · Maintenance · Food · Other

7

Using Recsal AI on WhatsApp

Recsal AI is a conversational assistant on WhatsApp — no menus, no numbered options, no rigid commands. Just type what you want in plain English (or Pidgin!) and it handles the rest: creating invoices, recording sales and expenses, adding inventory, checking reports, and more.

Activate Recsal AI before using it — 2 simple steps:

Step 1 — Save this number on your phone:
+1 415 523 8886

Step 2 — Open WhatsApp and text the saved number

Make sure your WhatsApp number in Recsal Settings matches the number you're messaging from. Go to Settings → Business → WhatsApp Number and confirm it's correct.

Things You Can Say

You say something like... What happens
Create an invoice for John, 2 bags of rice at 5000 eachCreates and confirms a new invoice
Record a sale — sold a phone case for 3000 cashLogs a sale with payment method
Add expense — generator fuel 5000Records a business expense
Mark INV-84721 as paidUpdates an invoice's status
Add new product: Nike sneakers, price 25000, stock 10Adds an item to your inventory
How much rice do I have left?Checks current stock levels
Send me my report for this monthGenerates a quick PDF summary of revenue, expenses, and profit
Write a WhatsApp status promoting my new stockWrites marketing copy for you
Tips for chatting with Recsal AI:
• Talk to it like a person — no special format needed, just describe what you want
• It will always confirm details with you before saving anything
• You can include several items in one message, e.g. "rice 2 at 5000, beans 1 at 3000"
• For a fuller, more detailed report with every transaction, use the Reports section on your dashboard

8

Frequently Asked Questions

Answers to the most common questions from Recsal users.

What happens after my 3-day trial ends?
Your dashboard and WhatsApp bot will be locked until you subscribe. All your data — invoices, customers, sales — is saved and will be there when you come back. Subscribe for ₦3,000/month to restore full access.
Can I use Recsal on my phone?
Yes — the dashboard is fully mobile-responsive. Open www.getrecsal.com in your phone browser and it works just like on a laptop. Plus you can just chat with Recsal AI on WhatsApp for quick actions without opening the browser at all.
Recsal AI isn't responding on WhatsApp — what do I do?
First, make sure you've sent "join last-thumb" to the number (+1 415 523 8886). This connection needs to be refreshed every 72 hours — just send it again if the assistant goes quiet. Second, check that the WhatsApp number in Settings → Business matches the number you're messaging from exactly.
Can my customers view the invoice without a Recsal account?
Yes. Each invoice has a unique link (e.g. www.getrecsal.com/invoice/...) that anyone can open on any device. No login required. They can view and print or download the PDF directly.
Is my data safe?
Yes. All data is stored securely on encrypted cloud servers. Passwords are encrypted and we never store your card details — payments are processed by Paystack. You can delete all your data at any time from Settings → Security → Delete Account.
How do I cancel my subscription?
Go to Settings → Security → scroll to Danger Zone → Cancel Subscription. Your access continues until the end of the billing period. We don't offer refunds for partial months.
Can I use Recsal for multiple businesses?
Each Recsal account is for one business. If you run multiple businesses, you'll need a separate account for each one. Each account is ₦3,000/month.

Ready to get started?

Join Nigerian business owners already using Recsal to manage their sales professionally. 3-day free trial — no credit card needed.

Start Free Trial →