Invoices, Estimates Workflows: SMS/Email control In Send Invoice/Estimate Action
What's new?
Send Invoice, Send Estimate, and Send Recurring Invoice actions now include a Channel dropdown.
Choose Email, Text, or Email & Text for each action—no more separate steps or duplicate actions required.
How to use?
Open your Workflow in the Automation Builder and add (or edit) a Send Invoice, Send Estimate, or Send Recurring Invoice action. Scroll down to the Channel field highlighted below:
Email & Text (default) – send via both channels
Email – send only by email
Text – send only by SMS
Save Action and Publish your workflow.
Invoices, Estimates Workflows: SMS/Email control In Send Invoice/Estimate Action
What's new?
Send Invoice, Send Estimate, and Send Recurring Invoice actions now include a Channel dropdown.
Choose Email, Text, or Email & Text for each action—no more separate steps or duplicate actions required.
How to use?
Open your Workflow in the Automation Builder and add (or edit) a Send Invoice, Send Estimate, or Send Recurring Invoice action. Scroll down to the Channel field highlighted below:
Email & Text (default) – send via both channels
Email – send only by email
Text – send only by SMS
Save Action and Publish your workflow.