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Sending an SMS through an Invoice

Prerequisites

Make sure that the “SMS” app is enabled in “Global” from “Apps Manager“.
- For more information, please refer to the tutorial “Managing Apps“.
Make sure that your account is linked to one of the SMS providers’ integrations.
- For more information, please refer to the tutorial “SMS Settings “.

Select “Templates” from the navigation menu.
Click “SMS Templates”.
Click the button “New SMS Template”.
Input the template details
- Type: Select the type of the SMS category using the drop-down menu.
- Title: Input the title of the SMS template.
- Body: Input the body of the SMS.
  - Use the drop-down “Placeholders” to call fields into the Title or SMS Body as needed.
Click “Save”.

Select “Sales” from the navigation menu.
Click “Manage Invoices”.
Select the invoice you wish to send an SMS from.
Click the button “Send SMS”.
- Note that this button may not be visible if there are no SMS Invoice templates created.
Input the SMS details
- Template: Select from pre-created SMS templates using the drop-down menu.
  - For more information on creating templates, please refer to the previous section.
- To: Input the client’s number including the country code.
  - Note that the number is auto-filled in case it was saved in the client’s profile.
    - For more information, please refer to the tutorial “Adding a Client” or “Editing a Client’s profile” as needed.
- Body: Input the SMS content or make edits to the existing selected template.
  - Use the drop-down “Placeholders” to call fields into the SMS Body as needed.
Click “Send“.