Workflow 1 illustrates how to set up the template for SMS Outstanding Invoices and Workflow 2 explains how to use this feature.

Workflow 1

1. Navigate to Dashboard > Setup > Settings and choose SMS Outstanding Invoices under Templates

2. The following page allows you to manage the SMS template. Click Save once finished editing

💡 It is recommended to leave 15-20 or more characters remaining to allow for larger words to populate the placeholders.


Workflow 2

1. Navigate to Dashboard > Data > Batch Jobs and choose SMS Outstanding Accounts under Invoicing


2. Use the drop-downs to narrow down accounts if needed, then click Send SMS's to send the template created in Workflow 1 to selected outstanding accounts

Did this answer your question?