If you wish to utilize a texting format while you are sending a one-off text message to a customer, you need to have the Invoice Maintenance screen open first.
Once it is open you can then search for your invoice and click on the drop-down arrow next to the icon for texting. A list of text formats will appear allowing you to select one of them to load. The text will be sent immediately to that customer’s number on file with the contents belonging to that texting format.If the texting format is set up to allow previewing first though, then it will load all the details into a new compose window. You will just need to review to make sure everything looks right and then click on Send when you are ready.The list of texting formats that appear from the drop-down menu can be controlled from the Terminal Settings page. The settings can be found under the Text Forms tab as shown below. Adding a checkmark next to each texting format here will mean that option can be selected from the drop-down menu discussed earlier in this article.
You are related to multiple companies. Please select the company you wish to login as.