This procedure allows you to set up an Invoice for automatic email sending as soon as the associated order is marked as paid.
> Note: This option is available only for documents of type "Invoice" that have not yet been generated on Fatture in Cloud.
Procedure
1. Access the Order page for which you want to schedule the Invoice sending.
2. In the section dedicated to Fatture in Cloud, click on the Customize email button (or Configure [Document Type] if this is the first time).
3. A modal window (pop-up) titled "Document generation and sending" will open.
4. Fill in the details of the email to be sent, making sure to include:
- An Email Subject.
- The Recipient(s)/email address(es).
- A Custom message (email body).
5. Scroll to the bottom of the window and find the checkbox:
- Select the box Schedule sending once payment is received.
6. Once selected, the window title will change to "Schedule document sending" and the confirmation button at the bottom will change to Schedule sending.
7. Click Schedule sending to save your settings.
The document will now be generated and automatically sent to the customer as soon as the order payment is recorded.
