BillBook allows businesses to automate email, SMS, and WhatsApp notifications for new sales, ensuring quick customer communication. 🚀📱📧
🔹 Enabling Auto-Sending of SMS & Email for New Sales #
Before enabling auto-notifications, make sure:
✅ Email SMTP settings are configured (Settings → Business Settings → Email Settings).
✅ SMS API settings are configured (Settings → Business Settings → SMS Settings).
📌 Steps to Enable Auto-Send for SMS & Email: #
✅ Step 1: Go to → Settings → Notification Templates
✅ Step 2: Under Customer Notification, find “New Sale” notification.
✅ Step 3: Enable ✅ “Auto Send Email” and/or ✅ “Auto Send SMS”.
✅ Step 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. Test the settings properly.
- 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 for New Sales #
BillBook also supports automated WhatsApp notifications for new sales.
📌 Steps to Enable Auto-Send for WhatsApp: #
✅ Go to → Settings → Notification Templates → Customer Notification → New Sale
✅ Enable ✅ “Auto Send WhatsApp Notification”
✅ Click “Save” 💾
📌 Now, customers will receive automatic WhatsApp messages when a new sale is made.
🚀 Why Use Auto-Sending Notifications in BillBook? #
✅ Reduces manual follow-ups 📩
✅ Keeps customers informed instantly 📱
✅ Works seamlessly with Email, SMS & WhatsApp ✅
✅ Ensures better customer engagement & trust 🤝
With BillBook’s Auto-Notification feature, businesses can streamline communication effortlessly! 🚀📧📲
Let me know if you need any refinements! 😊
