Invoice - Messages

Invoice – Messages

What it is about

The Messages tab gathers all communication related to the invoice — both sent emails and text messages. From here, you can send messages related to the invoice directly to the customer from the system and track the communication history. All sent messages are saved on the tab, so the communication history is preserved.

How to get started

1. Go to Invoices from the menu on the left.
2. Click the number of the invoice you want from the list.
3. Click the Messages tab at the top of the invoice.

What you can do on this page

Send a new email

The New email button opens the email sending form. The form automatically fills in the customer's email address as the recipient and the default message based on the invoice template, which includes the key details of the invoice such as the due date, amount, reference number, and bank details. The form fields are:

• Recipients — the customer's email address, editable if needed
• Template — the email template to use, selected from a dropdown menu
• Subject — the subject of the message
• Message — the content of the message, editable with a text editor

Click Send to send the message or Preview to see a preview before sending. Cancel closes the form.

Browse sent emails

Below the sending form, a list of all emails sent for the invoice is displayed. If no messages have been sent, the tab will show a notification of this.

Send a new text message

The New text message button opens the text message sending form. The form automatically fills in the customer’s phone number as the recipient. The form fields are:

• Recipients — the customer's phone number, editable if needed
• Template — the text message template to use, selected from a dropdown menu
• Message — the text message to be sent

Click Send to send the message or Preview to see a preview. Cancel closes the form.

Browse sent text messages

Below the text message sending form, a list of all text messages sent for the invoice is displayed. If no messages have been sent, the tab will show a notification of this.

Tips and notes

• The default message is filled in automatically on the email form — still check the message content before sending, especially if you have edited the invoice afterwards.
• Choose the message template carefully — the correct template ensures that the message is consistent and contains all necessary information.
• The communication history is saved automatically on the tab — you can always check when and what has been sent to the customer regarding the invoice.