As a small business owner, staying organized and efficient is vital for your success. That’s why we’re excited to share a new way to streamline your communications when sending invoices, estimates, or recurring invoices!
📌 Why This Matters
In today’s fast-paced business world, timely and effective communication is key. This new feature helps you easily choose how to reach your customers, saving you time and ensuring they receive important information through their preferred method.
✨ What’s New
- Channel Dropdown: You can now select from Email, Text, or both for your invoice and estimate communications.
- Simplified Process: Eliminate extra steps—send your messages in one go without needing to set up separate actions!
🛠️ How to Use It
- Step 1: Open your Workflow in the Automation Builder and add or edit a Send Invoice, Send Estimate, or Send Recurring Invoice action.
- Step 2: Scroll down to the Channel field, and select your preferred method: Email & Text (default), Email only, or Text only.
- Step 3: Save your action and publish your workflow.
💡 Pro Tip
Utilize the default Email & Text option to maximize your reach and engagement with every message!
