This guide explains how to configure the system to automatically send tax documents (such as invoices or receipts) to the customer as soon as the payment related to the order is received.
Note: This setting is global and applies to all documents generated through the plugin.
Procedure to Enable Automatic Sending
1. Access the Plugin Settings:
- Go to the Plugins or Integrations section in your control panel.
- Select the Fattura24 plugin.
2. Go to the Email Section:
- Within the plugin settings, look for and click on the tab or section named Email automatica (or similar, depending on your panel configuration).
3. Enable Automatic Sending:
- Locate the checkbox labeled:
> Invia email automaticamente alla ricezione pagamento
- Check this box to activate the feature.
4. Configure the Email Message:
Once automatic sending is enabled, fields will appear to customize the email:
- In the Oggetto field, enter the subject that the customer will see in their inbox (e.g., "La tua Fattura per l'Ordine [ID Ordine]").
- In the Messaggio personalizzato field, write the body of the email that will accompany the attached document.
> Tip: You can use the available Shortcodes (such as {cliente-nome} or {order-url}) to automatically insert specific customer and order data.
5. Configure SMS Notification (Optional):
- If you also want to send an SMS notification, check the box:
> Invia notifica SMS
- Select the Mittente (e.g., MS Agenzia or FW360).
- In the SMS personalizzato field, write the text of the SMS message.
6. Save the Changes:
- Make sure to click the Salva button (or equivalent) at the bottom of the page to apply the settings.
From this moment on, every time an order receives full payment, the associated tax document will be automatically sent to the customer using the email and SMS settings you have defined.
