SMS Settings

Here are the steps for SMS Settings. To learn more, you can also watch this RELY Online tutorial video:

SMS Settings

For SMS Settings in Rely, first login to the Rely main menu.

1. Go to Main Menu > Setup > SMS Settings > Terminal/Url and press Enter key.

2. Enter details here such as:

Terminal Name - Enter the name of the computer which has internet and through which you are going to send SMS.

API/URL - Press F11 key, list of all SMS Providers will be displayed. Select your bulk SMS Provider from here and press Enter key, URL will be

entered here directly.

User Name - Enter the User Name given by the SMS provider.

Password - Enter the Password given by the SMS provider.

Sender - Enter the Sender Id given by the SMS provider.

Please Note: If your bulk SMS provider's name is not there in the list, then you can manually paste the API/URL in the software. First copy the API/URL by pressing Ctrl+C shortcut key and then press Ctrl+Insert shortcut key to paste the API/URL in the software.

3. After entering all the details, press Enter key and when Rely prompts, 'Do you Confirm?', select Yes option and press Enter key.

4. Now, go to Main Menu > Setup > SMS Settings > Templates and press Enter key.

5. To add new SMS, press F2 key and then press Enter key.

6. Enter details here such as:

Company - Enter the name of the company in which you want to do SMS Setting.

Confirm before Sending? - Enter 'Y' here, if you want to receive a confirmation message before sending SMS.

DayBook - Enter the name of the daybook, list of daybooks will be displayed, select the daybook in which you want to do SMS Settings.

Credit/Debit - Enter 'C/D' i.e. Credit/Debit for the type of message to be send.

Deliver To - Press F11 key and select who you want to send message from the list displayed. You can have multiple selections here.

Message - Press F11 key here and select the text of the message from the list displayed.

Send>Add - Enter 'Y' here, if you want the SMS to be send, whenever you Create a new entry in the selected daybook.

Send>Edit - Enter 'Y' here, if you want the SMS to be send, whenever you Edit an existing entry in the selected daybook.

Send>Delete - Enter 'Y' here, if you want the SMS to be send, whenever you Delete an entry in the selected daybook.

Conditions - You can enter conditions here, if any. (For ex. To view all the invoices with Invoice Amount >= 1000.)

Notes - You can enter SMS Settings related information here, if any.

7. After entering all the details, press Enter key and when Rely prompts, 'Do you Confirm?', select Yes and press Enter key.

8. Your entry will be displayed. To create another entry, press F2 key.

9. To check how Rely prompts for SMS, first open the company for which you have done SMS Settings.

10. After entering the company menu, create the invoice in the daybook for which you have done SMS Settings.

11. Once you save the invoice, Rely will prompt 'Would you like to send SMS?'. Here, select Yes and press Enter key. SMS will be sent to the customer.

Please Note: In Customer's Account Master, 3rd Phone number field in Telephone must be entered compulsorily.