This process allows you to define the content of the email and SMS that will be automatically sent to the customer as soon as the order is marked as paid.
Procedure
1. From the document screen (or the invoice template), click on the button to configure sending. Depending on the status, the button may be labeled No email configured or Configure [document type].
2. A modal window titled Prepare document information will open.
3. On the left section, configure the Custom message that will be displayed in the email by editing the title (at the top) and the body of the message (below).
4. On the right section, fill in the following fields related to email sending:
- Subject: Enter the subject of the email that the customer will receive.
- Recipient(s)/email: Enter or verify the email addresses to which the document will be sent.
5. If you also want to send an SMS notification:
- Check the box Send SMS notification.
- Configure the additional fields that appear: SMS recipients, Sender, and Custom SMS.
6. Once all settings are configured, click on the Save invoice template button to store the sending template.
The template is now saved and will be used for automatic sending of the document as soon as payment for the order is received.
