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Enabling auto-sending of SMS & Email to customer on New Sales:

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Enabling auto-sending of SMS & Email to customer on New Sales: #

  1. First, setup the Email SMTP and/or SMS details in Business settings.
    1. SMS Documentation
    2. Email SMTP Documentation
  2. Go to Notification Template
  3. Under Customer Notification you will see New Sales notification.
  4. There you will find the option to enable  Auto Send Email  &  Auto Send SMS, enable it and save.
  5. Now when ever you make a sales a Email or SMS notification will be send to customer.

Important NOTE:

  1. If there is any error in Email or SMS configration then sales will not get submitted, so test it properly.
  2. Email notification will only get send in case the customer have a valid email present
  3. Similary SMS will only get send if the mobile number is present.

Enabling auto-sending of Whatsapp Notification on New Sale: #

To enable automatic WhatsApp notifications, enable the ‘Auto send Whatsapp Notification‘ check box under Customer Notification > New Sale.

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