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.
- 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.