Add a new sales document message

Originally written by Luke Mavin. Published 24 May 2024 on the Motasoft VGM Help Centre.

With VGM, you can automatically send out a fully customizable message after an invoice has been posted. This could be for receiving feedback, thanking customers for choosing your garage, providing contact details for future services and more. To set this up, you first need to create a Sales Document Message Template and then use that template to add a new Sales Document Message.

Adding a new sales document message

1. Navigate to Financial > Financial Settings.
2. Click on the Message Settings tab at the top. (1)
3. In the Sales Document Messages grid, click on New to open the "Add / Edit Sales Document Message" window. (2)
4. Select the Send Mode that matches the message template you set up previously.
5. Select your message template from the Message Template dropdown.
6. Ensure the Active checkbox is ticked.
7. Click on Save to add your new Sales Document Message.

The message you added will now appear in the Sales Document Messages grid under Financial Settings. This message will be scheduled every time you post an invoice. The delivery of the message will be either immediate or delayed by a fixed amount of time, depending on the Delivery Offset configured in the message template.

You can see when the message has been sent in "Messages" > "Outbound Messages" and if there is an issue with sending the message it will appear under the "Pending" tab