Send Center: email, WhatsApp and recipients
Send Center controls document channels, events and allowed recipients. An internal notification differs from a message sent to a customer or supplier.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- Check email and WhatsApp channel status; a working connection is required for delivery.
- Select required events such as invoice, payment and shipment, rather than enabling everything.
- Check the party email, phone and sending permission for the chosen channel.
- Review message template and PDF attachment, then inspect delivery history for outcome or failure reason.
Watch this distinction
Saving a rule does not prove delivery. Review the log before retrying to avoid duplicate messages.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.