SMS & Snail Mail

Sending an SMS

One-Off, From a Record

1. Open a contact, order, or invoice → click Send SMS (in the chatter's action menu).
2. Pick a Template or write a message directly.
3. Confirm the recipient number (defaults to the record's mobile/phone field) and send.

SMS Templates

Go to Settings > Technical > SMS Templates (developer mode). Like email templates, an SMS template is tied to a model and can include placeholders (customer name, order reference) that auto-fill per record. Keep SMS templates short — carriers charge/segment messages by character count, and unlike email there's no room for a long layout.

Bulk / Mass SMS

Select multiple records in a list view (e.g. a filtered list of contacts) → Action > Send SMS to message all of them at once using a template — useful for appointment reminders across a day's bookings or a short promotional blast to an opted-in list.

Automated SMS

Trigger an SMS template automatically from an Automated Action, the same mechanism used for automated emails and WhatsApp messages — e.g. an appointment reminder 2 hours before the slot, or a delivery-day notification.

Every Channel Has a Real Per-Message Cost

Unlike email, both SMS and Snailmail cost real money per message/letter sent (credits, Twilio charges, or per-letter postal fees) — worth factoring into any automation that fires per-transaction at volume.

Choosing a Channel

Best Practices

• Keep SMS templates short and purposeful — reserve it for messages people actually need to see quickly.
• Validate postal addresses before triggering bulk Snailmail — a bad address wastes the letter's cost entirely.
• Monitor Error states on both channels the same way you'd monitor bounced emails — a silent failure means the customer never actually got the message.
• Respect opt-outs and local regulations for SMS marketing exactly as strictly as for email (see the Email Marketing course's compliance article) — SMS regulations in many jurisdictions are at least as strict.

Text Messages From Any Record

SMS in Quickenerp works the same way as email — you can send one manually from a contact/order/invoice, use a saved Template with dynamic placeholders, or trigger it automatically from an Automated Action.

Sending Options

SMS Statuses

• In Queue → Processing → Sent → Delivered.
• Error – with a failure reason (e.g. missing/invalid number, credit exhausted).
• Cancelled.