Step by step
- Open Communicate > Settings. Pick a tab in the Settings list; you see only the tabs you have permission for.
- Auto Email Send Settings: turn on Send Invoice After Sale Via Email, Send Money Receipt After Receipt Via Email, Send Notification Via Email, Offer Via Email and Customer Due Remainder Via Email, and set the gap in Day(s) or Months. Press Save Changes.
- Email Templates: write the Customer Due Remainder Email Body Template. Click a keyword to put it in the text, then press Save Changes.
- Auto Send SMS Settings: turn on Send Invoice After Sale Via SMS, Send Money Receipt After Receipt Via SMS, Send Notification Via SMS and Customer Due Remainder Via SMS with its gap. In Send Due Reminder To choose All Customers or Selected Customers and pick them. Press Save Changes.
- SMS Templates: write the Sales Invoice SMS Template, Money Receipt SMS Template and Customer Due Remainder SMS Template with the keywords, then press Save Changes.
- Birthday Wishes: turn on Send Birthday Wish Via SMS and/or Via Email, set the Send Time, an optional Coupon Text, the SMS Text and the email Subject and text, then press Save Changes.
Good to know
- Every automatic SMS uses your SMS balance.
- The due reminder goes only to customers who have a due, and the gap is the time between two reminders to the same customer.
- Keywords are replaced with real values when the message is sent, and the shop name is put in front of an SMS, so the sent SMS is longer than the template.
- The email tabs need the Email Integration app, and a birthday email goes through your own active email provider.
- This page is for the main business only, not for a branch shop.