Email notifications
Caleb Allott avatar
Written by Caleb Allott
Updated over a week ago

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.

Branding

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.

Can my customers opt out?

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.

Examples

Order updates

Supplier entered order

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.

Upcoming standing order

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.

Order shipped

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

Order cancelled

This email is sent when you cancel an order.

Order comment

This email is sent when you comment on an order.

Payments

Payment required

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:

  • If you place an order on behalf of a customer and choose payment link.

  • If you change any order from on account to payment link.

  • If the customer has a standing order and you require them to pay up front.

Payment failed

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

Invoice sent to accounting contact

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.

Receipt sent to accounting contact

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.

Invites

Invite to new customer

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

Invite accepted

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

Invite declined

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

Did this answer your question?