The steps to turn an automatic SMS for Invoices are as follows:
Please contact readysell to set the following system types up to activate SMS Gateways
MAIL > SMS-PLIVO-AUTH-TOKEN
MAIL > SMS-PLIVO-AUTH-ID
MAIL > SMS-EMAIL-SUFFIX
- From the Navigation panel, click Administration then Action Rules
- Click New
Check the Enabled box
Enter a Name
In the Action Type select General - Generic (on Schedule)
- Flag Email
In the CC Address add the object you require making sure it has @SMS followed by it. Most emails will be sent to the accounts payable person so to have the email deployed to the accounts payable the CC Address should be as followed.
{OBJECT:Customer.AccountPayablePerson.Mobile}@SMS
Click the Criteria tab and in Data Type select Sale Invoice
Enter the required criteria. You can also break this down to only send SMS to customers that are in a certain card type group
On the Notification Template enter your subject and the body of the SMS that you would like to send.
Example template below to copy and paste
Your Invoice has been generated.
Transaction Number: {OBJECT:TransactionNumber}
Value: ${OBJECT:ValueIncTaxInvoiced}
Click Save And Close
Once you have created your Action Rule you can then generate an invoice, and the "Create Action Items" task will then generate an SMS and deploy it to the customer.
An example of the SMS that is deployed to customer from Step 10 is shown below.
