This guide explains how to set up the automatic sending of a fiscal document (such as an Invoice) to your customer as soon as the payment related to the order is recorded.
Prerequisites: The document must have been generated on Fattura24.
Procedure for Scheduling the Sending
Follow these steps to schedule the sending of the document:
1. Access the orders section and select the specific order for which you want to schedule the sending.
2. Within the order detail page, click on the Fattura24 tab.
3. In the section dedicated to the generated document, click on the button under the label Personalizza email. The button text will be similar to Send [Document Type].
4. The modal window "Generazione ed invio documento" (or "Invia documento") will open.
5. Fill in the required fields for sending (for example, Subject, Recipients/email address, and Custom message).
6. Scroll down to the bottom of the window and locate the option:
- Programma invio una volta ricevuto il pagamento
7. Select the checkbox next to this option.
- Note: If this option is selected, the modal window title will change to "Programma invio documento" and the confirm button at the bottom will change to Programma invio.
8. Click on the Programma invio button to save your settings.
The system will save the email and SMS template (if configured) and wait for the order to be marked as paid. Once payment is received, the document will be sent automatically.
