This guide shows you how to customize the content of the email accompanying your tax document (Invoice, Receipt, etc.) before sending it to the customer.
Step-by-step procedure
1. Access the document:
From the order management page, locate the Fattura24 plugin box.
2. Open email customization:
In the "Customize email" section, click the button labeled Configure [document type] or Send [document type] (for example, Send Invoice).
3. View the editor:
A window titled Send document will open. In the left column, find the section labeled Custom message.
4. Edit the message body:
Use the text editor (similar to Word) under the Custom message label to modify, add, or delete the pre-filled text of the email body.
> Tip: You can use shortcodes (short codes like {cliente-nome}) listed in the right column to automatically insert specific customer or order data.
5. Send the document:
After completing the text changes, click the Send button at the bottom right to save the message and proceed with sending the document to the recipient.
> If you want to cancel the operation, click the Cancel button.
