{"id":29501,"date":"2025-02-12T11:13:09","date_gmt":"2025-02-12T11:13:09","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%a7%d9%84%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9-%d9%85%d9%86-%d8%ae%d9%84%d8%a7%d9%84-%d8%a7%d9%84%d8%b1%d8%b3%d8%a7%d8%a6%d9%84-%d8%a7%d9%84%d9%86%d8%b5%d9%8a\/"},"modified":"2025-02-12T11:16:14","modified_gmt":"2025-02-12T11:16:14","slug":"sending-the-invoice-via-sms","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-invoice-via-sms\/","title":{"rendered":"Sending the Invoice via SMS"},"content":{"rendered":"<ol>\n<li aria-level=\"1\">Click on<strong>\u00a0\u201cSales\u201d<\/strong>\u00a0from the main menu.<\/li>\n<li aria-level=\"1\">Click on\u00a0<strong>\u201cManage Invoice\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">Click to\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/viewing-sales-invoice\/\">view the invoice<\/a>\u00a0that needs to be sent to the client.\n<ul>\n<li aria-level=\"1\">Note: The client\u2019s profile must have a contact number. For more details, refer to the\u00a0<strong>\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-client\/\">Adding a New Client<\/a>\u201c<\/strong>\u00a0guide.<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\">Click on the<strong>\u00a0\u201cSend SMS\u201d<\/strong>\u00a0button at the top of the invoice display window.\n<ul>\n<li aria-level=\"1\">Note: The\u00a0<strong>\u201cSend SMS\u201d<\/strong>\u00a0button may not appear if there is no suitable SMS template for the nature of the invoice. (For example, if the SMS template is set as\u00a0<strong>\u201cPaid Invoice\u201d<\/strong>\u00a0the button will not appear for\u00a0<strong>\u201cUnpaid Invoices\u201d<\/strong>)<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\">The system displays the page for configuring the SMS message before sending.<\/li>\n<li aria-level=\"1\">Select one of the saved SMS message templates on the top right of the screen.\n<ul>\n<li aria-level=\"1\">You can adjust or modify the contact number displayed in the\u00a0<strong>\u201cTo\u201d<\/strong>\u00a0field.<\/li>\n<li aria-level=\"1\">You can make modifications to the message template and use the<strong>\u00a0\u201cPlaceholders\u201d<\/strong>\u00a0menu.<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\">Add the\u00a0<strong>\u201cView Link\u201d<\/strong>\u00a0to the message text from the\u00a0<strong>\u201cPlaceholders\u201d<\/strong>\u00a0menu to send the invoice to the client.<\/li>\n<li aria-level=\"1\">Click on the\u00a0<strong>\u201cSend\u201d<\/strong>\u00a0button once you are done.<\/li>\n<\/ol>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2151],"tags":[2312,2922],"class_list":["post-29501","tutorial","type-tutorial","status-publish","hentry","category-invoices-operations","tag---en","tag--sms--en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sending the Invoice via SMS - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/sending-the-invoice-via-sms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending the Invoice via SMS - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on\u00a0\u201cSales\u201d\u00a0from the main menu. 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