This guide explains how to enable and configure sending an SMS notification simultaneously with sending a document (Invoice, Quote, Proforma, etc.) via email.
Procedure
1. Access the order details page containing the document you want to send.
2. In the section dedicated to the document (usually titled "Fatture in Cloud" or similar), click the Customize email (or Send [Document Name]) button.
- A modal window for sending configuration will open.
3. On the right side of the window, locate the box titled Send SMS notification.
4. Check the checkbox next to Send SMS notification to enable the configuration fields.
SMS Customization
Once enabled, you can configure the following fields:
| Field | Description |
|---|---|
| SMS Recipients | Enter one or more mobile numbers to send the notification to. If the customer's number is available, it will be pre-filled. You can add multiple numbers separated by commas. |
| Sender | Select the sender that will appear on the recipient's phone. Choose the Default option to use the system's standard sender. |
| Custom SMS | Enter the text of the SMS message. The field is pre-filled with a standard message. You can use shortcodes listed at the bottom of the window to insert dynamic information (e.g., customer name, order link). |
Sending
1. After customizing the SMS and email, click the Send (or Generate document and send now) button at the bottom of the window to proceed with sending the document and SMS notification.
- Note: The SMS will be sent only if the system has sufficient SMS credits.
