This guide explains the procedure to send a fiscal document (Invoice, Receipt, Proforma, etc.) via email and, optionally, via SMS, directly to the customer.
Sending Procedure
To send the document, follow these steps:
1. Start preparing the sending
1. Access the document tab within the order.
2. Locate the Customize email section.
3. Click on the Send [Document Type] button (or Configure [Document Type] if the document has not yet been generated on Fattura24).
A modal window titled "Send document" (or "Document generation and sending" depending on configurations) will open.
2. Configure the Email
On the left side of the window, you will find options to customize the body of the email, while on the right side you can define the subject and recipients.
1. Custom message: Edit the title and body of the message that will accompany the document.
- The upper field is the title of the document in the email.
- The lower field is the message body (text editor).
2. Subject: Enter or edit the email subject.
3. Recipient(s)/email: This field is usually pre-filled with the customer's email. You can add multiple recipients by typing addresses and pressing Enter, or by selecting them from the dropdown menu.
3. (Optional) Send SMS Notification
If you want to send an SMS notification in addition to the email:
1. Click on the checkbox next to Send SMS notification.
2. Once enabled, fill in the fields below:
- SMS Recipients: Enter mobile numbers to receive the notification. Use international format if necessary.
- Sender: Select your desired sender among available options (e.g., MS Agenzia, FW360).
- Custom SMS: Write the text of the SMS message.
4. (Optional) Schedule Sending
If you are sending an unpaid invoice, you might see an option to schedule sending:
1. Select the checkbox Schedule sending once payment is received.
- Note: If you enable this option, both window title and final button text will update to reflect scheduling.
5. Confirm Sending
After verifying all data:
1. Click on the main button at bottom right. The button text will be:
- Send (for immediate sending).
- Schedule sending (if scheduling is enabled).
- Save invoice template (if configuring an automatic template).
Wait for confirmation that the document has been sent successfully. A notification message will appear on screen: "The document has been sent successfully.
