This guide shows you how to enable and customize sending an SMS notification along with your document (Invoice, Quote, etc.).
Procedure
1. Access the document sending window (usually by clicking the Configure or Send button on the document tab).
2. On the right side of the window, locate the section titled Send SMS Notification.
3. Check the box next to Send SMS Notification to enable the SMS configuration fields.
4. In the SMS Recipients field, verify or modify the mobile numbers to which the notification will be sent. If you need to enter multiple recipients, separate them with a comma.
5. In the Sender dropdown menu, select the sender you want to use for sending, or leave the Default option.
6. In the Custom SMS text field, write the content of the message.
- Tip: You can customize the message using shortcodes listed in the table below, such as
{cliente-nome}or{order-url}.
7. Once customization is complete, click the Send button at the bottom of the window to send the document via email and the notification via SMS.
