Once you've created a new Sales Document Message, it will automatically be scheduled whenever you post an invoice. Here’s a step-by-step guide to ensure your messages are properly scheduled and managed:
Posting a Sales Invoice
Navigate to Financial > Sales Documents. Double-click on an existing invoice or click New to create a new one.
Verify that both a customer and a vehicle are assigned to the invoice. Sales Document Messages require this data to populate merge tags correctly.
Click the Save And Post to Ledgers button in the bottom-right corner of the Add / Edit Sales Invoice screen. This action posts the invoice and schedules the associated messages.
Viewing Scheduled Messages
Open the invoice by double-clicking it in the Sales Documents grid. Go to the Messages tab within the Add / Edit Sales Invoice window to view scheduled messages.
The grid will show the number of messages that are scheduled but have not been sent yet.
Managing Delivery Offsets and Automatic Sending
Messages without a delivery offset will be sent immediately upon posting the invoice.
Messages with a delivery offset will be delayed until the specified time before they are sent.
Messages with the “Send Automatically” option enabled will be sent automatically if Automated Messages are enabled in your system settings. Messages with this option disabled will need manual processing in the Reminders screen.
Additional Tips:
Ensure that the Automated Messages feature is enabled in your system settings for automatic message sending.
Regularly check the Reminders screen to manually process any messages that are not set to send automatically.
Customize your message templates and delivery offsets to fit your business needs, providing timely and relevant communication with your customers.