Sending an SMS with an invoice
To send an invoice via a text message, you must first ensure that the SMS application is activated and create a Short Message Service (SMS) template. For more details, please refer to the “SMS Application Settings” guide and the “Adding an SMS Template” guide.
- From the main menu, click on “Sales.”
- Click on “Invoice Management.”
- Click on the invoice you want to send as a text message.
- Click on the “Send SMS” button located above the invoice details.
- From the dropdown menu at the top left of the screen, select the desired SMS template to use for sending the text message.
- For more details on how to add an SMS template for an invoice, refer to the “Adding an SMS Template” guide.
- In the “To” field, add/edit the client’s mobile phone number.
- The system will automatically include the Client’s phone number associated with the invoice in the “To” field. For more details, refer to the “Adding a New Client” guide.
- In the “Messages” field, edit your message or write it as needed, using placeholders to customize it further for your customer.
- Click the “Send” button.
- The system will open a new screen that includes the message’s status, details, and whether any errors occurred during sending.
- Note: The “Send SMS” button will not appear on the invoice display screen unless a mobile phone number is included in the customer’s profile.