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SMS

The SMS Add-On allows you to send text messages directly from FusionInvoice.

You can send SMS messages:

  • From invoices
  • From quotes
  • As general manual messages

This feature is commonly used to send invoice links, quote notifications, payment reminders, and quick updates to clients.

Requirements

To use the SMS Add-On, you must have an active subscription with one of the following providers:

  • Twilio
  • Telnyx
  • ClickSend

You will need your provider credentials (such as Account SID, API token, and an SMS-enabled sending number) before configuring the add-on.

Before you Begin

The add-on must be installed and enabled before you can use it.

Step 1: Configure SMS Settings

Navigate to:
Settings → Add-ons
Locate SMS
Click Options → Settings

SMS Sending Method

Select your provider from the dropdown:

  • Twilio
  • Telnyx
  • ClickSend

Enter Provider Credentials

Required fields typically include:

  • SID / Account ID
  • API Token / Auth Token
  • From Number (must be SMS-enabled)

The From Number must be purchased and enabled for SMS within your provider account.

Send a Test SMS

  1. Enter a mobile phone number including country code (e.g., +1).
  2. Click Send Test SMS.

If the test message is delivered successfully, your configuration is complete.

Configuring SMS Templates

SMS templates are configurable separately for:

  • Quotes
  • Invoices

Quote SMS Templates

Under the Quotes tab, you can configure:

  • Default
  • Custom 1
  • Custom 2
  • Custom 3

Enter your message in the Body field and click Save.

Invoice SMS Templates

Under the Invoices tab, you can configure:

  • Default
  • Custom 1
  • Custom 2
  • Custom 3

Templates may include variables such as:

{{ $invoice->public_url }}

This automatically inserts the public invoice link into the SMS message.

Sending SMS from an Invoice

Navigate to:
Open Invoice → Actions → SMS

  1. Select SMS from the invoice action dropdown.
  2. Select one or more recipients.
  3. Review or edit the message body.
  4. Click Send.

If your template includes the public URL variable, the invoice link will automatically be inserted.

Sending SMS from a Quote

Navigate to:
Open Quote → Actions → SMS

  1. Select recipients.
  2. Review the message.
  3. Click Send.

Recipient Requirements

  • Clients must have a valid mobile phone number stored in their profile.
  • Phone numbers must include the country code (e.g., +1 for US).
  • The number must be capable of receiving SMS messages.

Troubleshooting

SMS Not Sending

  • Verify provider credentials.
  • Confirm the From Number is SMS-enabled.
  • Check provider account billing and usage limits.
  • Send a test SMS from the Settings page.

Public URL Not Appearing

  • Confirm the template contains the correct variable.
  • Ensure the invoice has a generated public link.

Delivery Fails

  • Verify recipient number is valid.
  • Confirm country code is included.
  • Check provider logs for delivery errors.

Important Notes

  • SMS delivery is handled by your selected provider.
  • Standard messaging rates apply based on your provider plan.
  • FusionInvoice does not control carrier filtering or delivery timing.
  • You are responsible for complying with SMS consent and marketing regulations.
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