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SMS & Snail Mail

SMS & Snail Mail

This course covers text-message (SMS) and physical postal-mail (snail mail) sending in Quickenerp: templates, sending from any record or in bulk, third-party SMS gateways (Twilio, SMS Gate), delivery tracking, and when to reach for a stamped letter instead of an email.

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Last Update 07/21/2026
Completion Time 1 day 10 hours
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Integrations
Introduction to SMS Messaging
Introduction to SMS Messaging

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

ProviderNotes
Built-in IAP creditsPay-as-you-go via Quickenerp's own SMS gateway — simplest to set up, no separate account needed.
TwilioConnect your own Twilio account for direct billing and more carrier/country control.
SMS GateAn alternative gateway integration for regions/providers Twilio doesn't cover well.

SMS Statuses

  • In QueueProcessingSentDelivered.
  • Error – with a failure reason (e.g. missing/invalid number, credit exhausted).
  • Cancelled.
SMS Overview
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Introduction to SMS Messaging
Introduction to SMS Messaging
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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

ProviderNotes
Built-in IAP creditsPay-as-you-go via Quickenerp's own SMS gateway — simplest to set up, no separate account needed.
TwilioConnect your own Twilio account for direct billing and more carrier/country control.
SMS GateAn alternative gateway integration for regions/providers Twilio doesn't cover well.

SMS Statuses

  • In QueueProcessingSentDelivered.
  • Error – with a failure reason (e.g. missing/invalid number, credit exhausted).
  • Cancelled.
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Sending Single & Bulk SMS
Sending Single & Bulk SMS
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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.

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Sending a Physical (Postal) Letter
Sending a Physical (Postal) Letter
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When Email Isn't Enough

Some documents legally or practically need to go out as a real, printed, stamped letter — a formal notice, a contract requiring a wet signature by post, or reaching a customer who doesn't check email. Snailmail sends any Quickenerp document (typically a PDF report — invoice, letter, notice) through a physical mail service without you printing, stuffing an envelope, or visiting a post office.

Sending a Letter

  1. From a document that supports it (e.g. an invoice), choose Send by Post instead of (or alongside) email.
  2. Confirm the recipient's postal address is complete and correctly formatted — an incomplete address is the most common cause of a failed letter.
  3. Choose color vs black & white and single vs double-sided printing if offered — these affect the per-letter cost.
  4. Confirm. The document is queued for printing and postal dispatch by the mail service.

Letter Statuses

  • In QueueSent (handed off to the postal service).
  • Error – with a specific error code (most commonly an invalid/incomplete address) shown so you can correct and resend.
  • Cancelled.

Note that "Sent" means handed to the postal carrier, not confirmed delivered — actual physical delivery tracking depends on the mail service used and typically isn't as granular as email/SMS/WhatsApp read receipts.

Common Use: Overdue Invoice Follow-up

A frequent real-world use is escalating collections: email reminders first, then a formal printed letter by post for accounts that remain unresponsive — a physical letter often carries more weight for a final notice than another email, and can be required before certain legal collection steps.

This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.