Creating a Standardized Text Message

Tools > System Maintenance > Tables > Text Format

Click a**dd to create a new standardized text message or edit to edit an existing standardized text message.

Select Preview Before Sending if you would like the system to show you a preview of the text message and allow for edits before sending the message. Please note, these edits will not be saved in the standardized template and will be considered one-off edits by the system, so if the changes will apply to all future message you will need to update them in the template.

De-select Preview Before Sending if you would like the system to send the text message automatically when you select an invoice and click Delivery.

Click the Insert Special Fields hyperlink to insert special fields, such as the customer's name, into the message.