Enable or Disable Auto-Sending of Notifications

Last updated: 16 February 2025 · 1 min read

BillBook allows businesses to automate email, SMS, and WhatsApp notifications for new sales.

Enabling Auto-Sending of SMS & Email for New Sales

Before enabling, ensure Email SMTP and SMS API settings are configured.

Steps:

  1. Go to → Settings → Notification Templates
  2. Under Customer Notification, find New Sale notification.
  3. Enable Auto Send Email and/or Auto Send SMS.
  4. Click Save

Now, whenever a new sale is made, customers will automatically receive an Email or SMS notification!

Important Notes:

  • If Email or SMS settings are incorrect, the sale will not be submitted.
  • Email notifications are sent only if the customer has a valid email.
  • SMS notifications are sent only if the customer has a valid phone number.

Enabling Auto-Sending of WhatsApp Notifications

  • Go to → Settings → Notification Templates → Customer Notification → New Sale
  • Enable Auto Send WhatsApp Notification
  • Click Save