This guide explains how to schedule the automatic sending of a document (such as an Invoice) so that it is sent to the customer only after receiving payment for the order.
Note: This option is available only for documents of type "Invoice" and if the document has not yet been generated on Fattura24.
Procedure to Schedule Sending
Follow these steps to set up the scheduled sending of a document:
1. Access Document Management:
- Go to the Order detail page.
- In the section dedicated to Fattura24, locate the document management panel.
2. Open the Sending Screen:
- Click on the button labeled, for example: Send Invoice (or Configure Invoice).
- A modal window will open (initially titled "Document generation and sending" or "Send document") containing options for customizing email and SMS.
3. Enable Scheduling:
- Scroll down the modal window to the end of the options.
- Find and check the box:
Schedule sending once payment is received
4. Verify Action Change:
- When you check the box, the interface will update:
- The window title will change to:
Schedule document sending. - The confirmation button at the bottom (initially "Generate document and send now") will change to:
Schedule sending.
5. Confirm Scheduling:
- Click on the Schedule sending button to save settings.
The document will be generated and automatically sent to the customer as soon as the order is marked as paid.
