This guide explains how to customize the content of the email accompanying the fiscal document (Invoice, Quote, etc.) before sending it to the customer.
Procedure
1. Access the section of the fiscal document (for example, within an Order).
2. Locate the "Personalize email" section and click on the button below (the button text may vary, for example Configure [Document Type] or Send [Document Type]). The "Send document" dialog window will open.
3. To edit the Subject of the email:
- In the right column, find the field labeled Subject.
- Enter the desired new text in this field.
4. To edit the Title and Body of the message:
- In the left column, locate the Custom message section.
- The Title of the message is the bold text that appears immediately below the label
Custom message. Click on this text and edit it directly. - The Body of the message is the text area below, which uses an advanced text editor (TinyMCE). Modify the content as desired.
5. Once you have completed your changes, click on the Send button at the bottom of the window to save your changes and proceed with sending the document.
> Note: If the dialog window has been opened for the first time and the document has not yet been generated on Fatture in Cloud, you might see the title "Document generation and sending" and a confirmation button labeled Generate document and send now. In both cases, clicking the confirmation button will save any changes made to the email.
