This procedure allows you to configure an Invoice Template that will be automatically sent to the customer as soon as the order is marked as paid.
Procedure
1. Access the order detail page for which you want to schedule the sending.
2. Click on the sidebar tab Fatture in Cloud.
3. Click the Personalizza email button (or Configura [Nome Documento] if it has not been configured yet).
4. A modal window titled Prepara informazioni documento will open.
- At the top, you will see a notice confirming the automation: "Il seguente documento verrà inviato automaticamente non appena l'ordine riceverà il pagamento."
5. Configure the email details:
- In the Oggetto field, enter the email subject.
- In the Destinatari/o email field, verify or modify the email addresses to which the document will be sent.
- In the Messaggio personalizzato field, you can edit the message text that will accompany the document.
6. (Optional) If you also want to send an SMS notification:
- Check the Invia notifica SMS box.
- Fill in the additional fields: Destinatari SMS, Mittente, and SMS personalizzato.
7. Click on the Salva template fattura button to save your settings.
The template is now configured and will be sent automatically via email (and SMS, if enabled) as soon as the system records full payment for the order.
