Customer notifications

Go to the notifications panel on the left sidebar menu

You will see the customer notifications on the second tab after the send ledger option on the first, here you have to configure the email subject, email body, SMS body & Whatsapp text, so whenever you do the following things, it will automatically send notifications.

• New Sale

• Payment Received

• Payment Reminder

• New Booking

• New Quotation

Configuration:

You need to configure the SMTP/SMS server from Settings -> Business Settings -> Email Settings/SMS Settings and for WhatsApp, the web should be open in your web browser.

Customization:

You can change/modify these templates however you want.

Common Error:

If you face an error and your POS screen gets stuck while processing your sales, kindly recheck your SMTP configuration properly and test your mail setup again or you can take the support here.​

You will get default notifications, but if you want to make it more professional, copy and paste the templates below into your notification setup.

0. Steps To Setup Templates

• Copy the template text from the below tabs

• Login and go to your business notifications settings

• Paste your copied text on each tab (Email/SMS/WhatsApp)

1. New Sale Notifications​

Email

Email Subject:

Thank You – {business_name}

Email Body:

Dear {contact_name},

Greetings from {business_name},

Subject: New Sale 🛍️

Your payment रु {paid_amount} is successful.

S.N.	Customer	Total Amount	Paid Amount	Due Amount
1	{contact_name}	रु{total_amount}	रु{paid_amount}	रु{due_amount}

Invoice URL: {invoice_url}

This is a system-generated email.

If you have any queries or support, please get in touch with us at {location_phone}.

– Regards {business_name}

© 2023 KB CloudERP Solutions All Copyright Reserved – KBG

SMS

Dear {contact_name}, 
Thank you for choosing us 
– Regards {business_name}

WhatsApp

Dear {contact_name},
Your payment रु{received_amount} is successful with रु{due_amount} due amount 
and your invoice number is: {invoice_number} 
- Regards {business_name}

2. Payment Received Notifications

Email

Email Subject:

Payment Received – {business_name}

Email Body:

Dear {contact_name},

Greetings from {business_name},

Subject: Payment Received ✅

Your payment रु{received_amount} is received.

S.N.	Customer	Ref Number	Payment Received
1	{contact_name}	{payment_ref_number}	रु{received_amount}

This is a system-generated email.

If you have any queries or support, please contact us at our nearest store.

– Regards {business_name}

© 2023 KB CloudERP Solutions All Copyright Reserved – KBG

SMS

Dear {contact_name}, 
We have received a payment of रु{received_amount} 
– Regards {business_name}

WhatsApp

Dear {contact_name},
We have received a payment of रु{received_amount}
- Regards {business_name}

3. Payment Reminder Notifications

Email

Email Subject:

Payment Due Reminder – {business_name}

Email Body:

Dear {contact_name},

Greetings from {business_name},

Subject: Payment Reminder 💰

This is to remind you that you have pending payments.

S.N.	Customer	Due Amount	Cumulative Due Amount	Due Date
1	{contact_name}	रु{due_amount}	रु {cumulative_due_amount}	{due_date}

Kindly pay it as soon as possible.

This is a system-generated email.

If you have any queries or support, please contact us at our nearest store.

– Regards {business_name}

© 2023 KB CloudERP Solutions All Copyright Reserved – KBG

SMS

Dear {contact_name}, 
You have pending payment of रु{due_amount} kindly pay it as soon as possible ~ 
– Regards {business_name}.

WhatsApp

Dear {contact_name},
This is to remind you that you have pending payment of रु{due_amount}. 
Kindly pay it as soon as possible.
- Regards {business_name}

4. New Booking Notifications

Email

Email Subject:

Booking Confirmed – {business_name}

Email Body:

Dear {contact_name},

Greetings from {business_name},

Subject: New Booking ✅

Your booking is confirmed!

S.N.	Customer	Name	Address	Phone	Table	Start Time	End Time	Reporter
1	{contact_name}	{location_name}	{location_address}	{location_phone}	{table}	{start_time}	{end_time}	{correspondent}

This is a system-generated email.

If you have any queries or support, please contact us at our nearest store.

– Regards {business_name}

© 2023 KB CloudERP Solutions All Copyright Reserved – KBG

SMS

Dear {contact_name}, 
Your booking is confirmed
Date: {start_time} to {end_time}
Table: {table}
Location: {location} 
– Regards {business_name}

WhatsApp

Dear {contact_name}, 
Your booking is confirmed
Date: {start_time} to {end_time}
Table: {table}
Location: {location}
- Regards {business_name}

5. New Quotation Notifications

Email

Email Subject:

Your Quotation Is Ready – {business_name}

Email Body:

Dear {contact_name},

Greetings from {business_name},

Subject: New Quotation 📒

Your quotation is ready.

S.N.	Customer	Quotation No	Total Amount
1	{contact_name}	{invoice_number}	रु{total_amount}

Quotation URL: {quote_url}

This is a system-generated email.

If you have any queries or support, please contact us at {location_phone}.

– Regards {business_name}

© 2023 KB CloudERP Solutions All Copyright Reserved – KBG

SMS

Dear {contact_name}, 
Your quotation is ready 
– Regards {business_name}

WhatsApp

Dear {contact_name},
Your quotation is ready with reference {invoice_number}
Total amount: रु{total_amount}
- Regards {business_name}