Creating the SMS Template

The system enables you to send text messages from within the program, serving as a notification for issuing an invoice, appointment, or other information to your client.

• Notes:
  • SMS application must be enabled from the Apps Manager. For more details, refer to the “Enabling SMS App“ guide.
    
  • The account must be integrated with a text messaging service provider. For more details, refer to the “SMS Service Provider Settings“ guide.

Creating the SMS Template

1. Click on “Templates” from the main menu.
   
2. Click on “SMS Templates”.
   
3. Click on the “New SMS Template” button.
   
4. Select the type of template to be sent to the client, such as (Paid Invoice, Unpaid Invoice, Refund Receipt, etc.).
   
5. Add a title to the template.
   
6. Write the desired message text using “Placeholders” for various variables like (client business name, invoice total, view invoice link, etc.).
   
   • Note: The list of allowed placeholders may vary depending on the template type selected in step 4.
     
7. Click on the “Save” button.