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Send a message automatically when something happens

Atualizado em 4 de novembro de 2026 · 2 min de leitura

Por enquanto, este artigo está disponível apenas em inglês.

Set up an SMS, email or WhatsApp message that goes out by itself, for example to the customer each time a sale invoice is confirmed.

Automatic messages need three things: a channel to send through, a template with the wording, and a rule that says when to send. This page sets up an SMS to the customer each time a sale invoice is confirmed. Other events work the same way.

The Notification Rules list
The Notification Rules list

Before you begin

  • An account with an SMS provider, or a WhatsApp or email account, and its login details.
  • A role that can edit company settings and notification templates and rules. See Users & Roles.
  • Customers with phone numbers, including the country code.

Where to find it

All three steps are under Communication → Notification System: Channels, Templates and Rules.

1. Connect the channel

  1. Open Channels.
  2. On the SMS tab, tick Enable SMS Notifications, pick your provider and fill in its details.
  3. Click Save, then send yourself a test.

See Notification Channels for each provider's fields.

2. Write the template

  1. Open Templates and click New Template.

  2. Name it Invoice confirmed – SMS.

  3. Choose Channel SMS, Event Type Sale invoice confirmed and Recipient Type Customer.

  4. Write the SMS Body, clicking variables to insert them:

    Dear @Customer_Name, thank you for your purchase. Invoice @Invoice_No, total @Invoice_Total. @Company_Name

  5. Click Create.

See Templates.

3. Add the rule

  1. Open Rules and click New Rule.
  2. Type the Rule Name SMS on Invoice Confirmed.
  3. Choose Event Type Sale invoice confirmed and Channel SMS.
  4. Pick the template you wrote.
  5. Leave Delay (minutes, 0 = immediate) at 0 and Active ticked.
  6. Click Create.

See Rules.

4. Check it works

  1. Confirm a test invoice for a customer with your own mobile number.
  2. Open Logs. The message shows as Queued, then Sent within a minute or two.

If it shows Failed, click View and read the Error. See Logs.

Common questions

Can I send WhatsApp instead of SMS? Yes. Set up the WhatsApp channel, write a WhatsApp template, and pick WhatsApp in the rule. For Meta's official API, the template must first be approved by Meta.

How do I stop the messages? Untick Active on the rule. The template and channel stay as they are.

Will it send to walk-in cash customers? Only if the invoice's customer has a phone number. A plain Cash Sale has none, so nothing is sent.