Upstock automatically notifies your customers about orders, payments and invites. This helps automate your workflow, saving you loads of admin time 🙌🏽.

Here's a bit more about how email notifications work, plus a preview of what your customers will receive.

Most emails use your logo and brand colour. You can add these by going to Settings › Business profile. If your logo hasn't been set, Upstock branding will be shown instead.

Your customers can adjust which order notifications they receive by going to Settings › Notifications. They'll need to claim their free Upstock account to manage these settings.

This email is sent when you enter an order on behalf of a customer. Note that slightly different content will be shown if the customer has claimed their Upstock account.

This email is sent when the customer has an upcoming standing order. It gives them the opportunity to review and adjust their standing order. This saves you having to adjust the order for them.

This email is sent when you mark an order as shipped.

This email is sent when you cancel an order.

This email is sent when you comment on an order.

If you use our payment feature, this email is sent when payment is required for an order. There are a few situations that will trigger this:

This email is sent if the customer’s payment method fails.

If you’ve connected your accounting system to Upstock, you’ll have the option to automatically send invoices. Invoices are sent to the contact you have in your accounting system. You can turn this on in Settings › Order Settings. The email is sent when you mark an order as shipped.

Similar to the notification shown above, this email is sent to the contact you have in your accounting system. The difference is that the invoice has been paid in Upstock.

When you add a new customer to Upstock, you’ll get the option to invite them to order from you using Upstock.

This email is sent when you accept a new customer’s invite to trade.

This email is sent when you decline a new customer’s invite to trade.