This guide shows you how to save the sending settings for an invoice template. The saved template will be used to automatically send the document to the customer as soon as the order is marked as paid.
Prerequisite: You must have already generated the fiscal document for the order in question.
Follow these steps to save the template:
1. In the Fattura24 tab related to the order, click on the Personalizza email (or Invia [Tipo Documento], depending on the current status of the document) button.
2. A modal window titled Prepara informazioni documento will open.
3. Inside the window, fill in the details for automatic sending:
- Messaggio personalizzato: Enter the title and body of the message that will accompany the document.
- Oggetto: Enter the subject of the email.
- Destinatari/o email: Verify or modify the email addresses to which the document will be sent.
4. (Optional) Send SMS notification: Check the Invia notifica SMS box to configure an additional notification message, specifying Destinatari SMS, Mittente, and SMS personalizzato.
5. Once configured, click on the Salva template fattura button at the bottom of the window.
The template is now saved and the document will be sent automatically as soon as payment for the order is received.
