To configure SMS, go to Settings-> Setup->SMS and choose the SMS gateway you want to activate, fill in the setup credentials and make sure you have actually activated this provider. Setting up SMS gateways is very easy, in most SMS gateways you will be able to find your API keys for SMS setup in your SMS gateway dashboard.
Example with TWILIO

Keep in mind that only one provider is allowed to be active, if you try to activate another provider, the previous ones will be automatically deactivated.

triggers #

Triggers are the actual actions when the SMS will be sent.

1. Notice of Late Invoice –  Triggered when an overdue invoice notice is sent to customer contacts, either manually or via CRON Job.
2. Registered bill payment – Trigger when bill payment is recorded, this action triggers when the customer pays the bill online or a bill payment is recorded manually from the admin area.
3. Estimate expiration reminder – Trigger when the expiration reminder should be sent to customer contacts, either manually or via CRON Job.
4. Proposal expiration reminder – Trigger when the expiration reminder should be sent to the proposal, either manually or via the CRON task.
5. New comment on the proposal (to a client) – Trigger when the staff member comments on the proposal, an SMS will be sent to the proposal number (client/prospect).
6. New comment on proposal (to staff) – Trigger when the client/lead comments on the proposal, an SMS will be sent to the creator of the proposal and the assigned staff member.
7. Contract expiration reminder – Trigger when an expiration reminder should be sent via Cron Job to customer contacts, as there is no option to manually send an expiration reminder for contracts, this action is only triggered via CRON job.
8. Reminder of staff –  Trigger when staff are notified of a specific custom reminder.

If the content of the trigger is empty, then no message will be sent, the system will transform this trigger into inactive

Trial #

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In order to test if texting will work properly after setting it up, you can create a custom reminder for staff.

Also make sure that in ->Settings->Configuration –>SMS, the Staff reminder trigger is well filled with text, because if the trigger is empty, no SMS will be sent.

In the main menu, click Customers -> [Customer] -> Reminders tab and create a reminder for your user with the earliest date example if your time is 09:50 add a reminder for 09:51. Wait 5 minutes for the cron job to run to notify you, you should receive the SMS, in case the SMS is not sent you can navigate to Utilities-> Activity Log to see any activity generated and a reason why the SMS was not successfully sent.

Don't forget in your profile to add your phone number.

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Remarks #

• SMS integration is one way messaging, which means your customers will not be able to reply to the SMS, maybe you should mention it in the SMS or leave it without, in reality, no one replies to the automated SMS .
• If you use Clickatell , you won't be able to text to US numbers because texting to US numbers requires direct messaging.
• You need to keep an eye on the phone numbers, they need to be in E.164 format if you click on the E.164 link you will be able to see that this is an example from Twilio but this rule applies to all SMS providers in order everything to work properly.
• On the Example data. Previous invoices, quotes, contracts, proposals (from the creation date) then 45 days, no SMS will be sent. This is a protection added by the system to protect you against spam from your customers. Quite often this can happen if you adjust some settings or just test something from the system to retrieve that old Sample invoice via cron trigger and send SMS, but you didn't actually want it.