This procedure allows you to configure and save the email and SMS template that will be used for the automatic sending of the invoice to the customer as soon as the order is marked as paid.
Procedure
1. Access the document management section (for example, within the Fatture in Cloud tab related to the order).
2. Under the Personalizza email label, click on the button with the paper plane icon (<i class="fas fa-paper-plane"></i>) (the button text might be "Configura..." or "Nessuna email configurata").
- A modal window titled "Prepara informazioni documento" will open.
3. In the left section, customize the email content:
- Edit the Messaggio personalizzato field (email body).
4. In the right section, configure sending details:
- Enter the email Oggetto.
- Check or modify the Destinatari/o email.
5. (Optional) To configure an SMS notification, check the Invia notifica SMS box.
- Fill in the Destinatari SMS fields, select the Mittente, and write the SMS personalizzato.
6. Once configuration is complete, click on the Salva template fattura button at the bottom of the modal window to save your settings.
> Note: The saved template will be used to automatically send the invoice to the customer as soon as payment for the order is received.
