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ENABLING AUTO-SENDING OF SMS & EMAIL TO CUSTOMER ON NEW SALES
ENABLING AUTO-SENDING OF SMS & EMAIL TO CUSTOMER ON NEW SALES
Updated over a year ago

Setting Up Automatic Notifications

Our platform supports sending automatic notifications of the order through email and SMS for the following interactions

  • New Sale

  • Payment Received

  • Payment Reminders (On Due Date)

  • New Quotation

  • We will also be adding Automatic Total Due Bill at the end of month feature soon as well

To Setup the Automatic Notifications, you will need to Follow the below instructions

  1. First, setup the Email SMTP and/or SMS details in Business settings.

    1. SMS Documentation

    2. Email SMTP Documentation

  2. Go to Notification Templates in Main Menu

  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 configuration 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. Similar SMS will only get send if the mobile number is present

Email Notifications

To send email notifications, you will need to setup an email SMTP. You can use Gmail SMTP if you are using a Gmail address. But if you want to send email notifications from your own domain email. ([email protected] for example), then you will need a professional SMTP service. We recommend Brevo. They offer non subscription plans where you can buy email packages.

Setting Up Brevo

Setting Up Domain

Step 1- Sign Up To Brevo And Go To Senders & IP
​

Step 2- Click Domains > Add A Domain

Step 3- Provide the domain name you have purchased. (If you dont have a domain, buy from Dhiraagu for .mv domains or buy a .com domain on cloudflare) and click save

Step 4- It will now redirect you to DNS records section. Complete these details in your domain control panel. It will be a section name similar to DNS settings and add those records
Step 5- Once done. Click and verify.

Setting Up SMTP Credentials

Step 1- Go to SMTP and API or follow this link
​

Step 2- Create a new SMTP key.

Step 3- Now On IsleBooks POS, Go To Settings> Business Settings Email Settings and fill these details
Mail Driver: SMTP
Host: smtp-relay.brevo.com

Port: 587
Username: the email address you used to sign up to Brevo (You can find it labelled login here

Password: Brevo SMTP key you generated
Encryption: tls
From Address: if your domain is ahmed.mv you can write anything before @. For example [email protected]
From Name: The Name Your Email Receipient Should See. Preferably business name

This concludes the email setup. Once its done, you will be able to setup automatic email notifications to customers. Remember to respect customer requests to not receive email notifications for their orders. In this case, you can add their email to suppression list on Brevo or remove their email address from customer info

For those that wishes to send emails through their gmail account, process is similar. In Case of Gmail SMTP these will be what you need to fill instead

Mail Driver: SMTP
Host: smtp.gmail.com

Port: 587
Username: your Gmail address
Password: Your Gmail Password
Encryption: tls
From Address: your Gmail address
From Name: The Name Your Email Recipients Should See. Preferably business name

SMS Notifications

Information to be added

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