This guide will walk you through configuring and sending your document (Invoice, Receipt, Proforma, etc.) via email and, optionally, via SMS.
Make sure you have already generated the document on Fattura24 before proceeding with the sending.
Configure and Send the Document via Email
To send the document to the customer, follow these steps:
1. Access the sending configuration
In the Fattura24 tab related to the order, locate the section under the label Personalizza email and click the orange button (for example, Invia Fattura or Configura Fattura).
A modal window titled Invia documento will open.
2. Customize the Email Message
In the left column, you will find the Messaggio personalizzato field.
- Edit the Document Title and the Message Body (which includes shortcodes for customer and order data).
3. Configure the Email Details
In the right column, set the technical details of the sending:
- Subject: Enter or modify the email subject that the customer will receive.
- Recipient(s) email: Enter the email addresses of the recipients. You can add multiple addresses separated by commas or use the field with the placeholder
Aggiungi indirizzo email.
4. Configure SMS Sending (Optional)
If you want to send a notification via SMS:
- Check the box Invia notifica SMS.
- The SMS configuration section will open.
- SMS Recipients: Enter the mobile numbers of the recipients. You can add multiple numbers or use the placeholder
Aggiungi numero cellulare. - Sender: Select the desired sender (for example, MS Agenzia or FW360).
- Custom SMS: Enter the text of the SMS message.
5. Schedule the Sending (Conditional)
If you are working on a document that has not yet been paid (such as an Invoice), you may find a checkbox:
- Check Programma invio una volta ricevuto il pagamento if you want the sending to be done automatically only after payment confirmation. (Note: If you schedule the sending, the final button will change to Programma invio).
6. Send the Document
Once the configuration is complete, click the Invia button at the bottom of the modal window to proceed.
You will receive a success notification: Il documento è stato inviato correttamente.
