Enabling auto-sending of SMS & Email to customers on New Sales: #
- First, set up the Email SMTP and/or SMS details in Business settings.
- Go to Notification Template
- Under Customer Notification, you will see a New Sales notification.
- There you will find the option to enable Auto Send Email & Auto Send SMS, enable it and save.
- Now when ever you make a sale an Email or SMS notification will be sent to the customer.
- If there is any error in the Email or SMS configuration then sales will not get submitted, so test it properly.
- An email notification will only get sent in case the customer has a valid email present
- Similarly, SMS will only get sent 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.