After scheduling a sales document message by posting an invoice, you may need to update or delete those scheduled messages. Here’s how you can manage these messages:
Deleting Scheduled Messages
Navigate to Financial > Sales Documents. Double-click on the specific invoice to open it.
In the “Add / Edit Sales Invoice” window, switch to the Messages tab to view scheduled messages.
Click the Delete button next to the message you want to remove. (1)
Click the Delete Unsent button at the top of the messages screen to delete all unsent messages. (2)
Delete Unsent Messages from the Sales Invoices Grid
Right-click on the invoice in the Sales Invoices grid.
Hover over the Messaging option in the dropdown menu.
Click on the Delete Unsent option.
Resetting Scheduled Messages
Click the Reset button next to the message you want to reset.
Click the Reset Unsent button at the top of the messages screen.
Reset All Unsent Messages from the Sales Invoices Grid:
Right-click on the invoice in the Sales Invoices grid.
Hover over the Messaging option in the dropdown menu.
Click on the Reset Unsent option.
