Who This Is For / When to Use
This feature is for Kyrios users who automate billing or quoting and need precise control over how customers receive invoices or estimates.
Use this when:
Some customers prefer SMS over email
Certain invoices should not be sent by text
Workflows must avoid duplicate send actions
What Changed in Invoice and Estimate Workflow Actions
All invoice-related workflow actions now include a Channel dropdown.
Supported actions:
Send Invoice
Send Estimate
Send Recurring Invoice
The Channel setting controls how the invoice or estimate is delivered when the action runs.
Available Channel Options
Each supported action includes the following channel choices:
Email & Text (Default)
Sends the invoice or estimate by both email and SMS.Email
Sends the invoice or estimate only by email.Text
Sends the invoice or estimate only by SMS.
This selection applies only to the specific workflow action where it is configured.
How Channel Selection Works
When the workflow reaches a Send Invoice, Send Estimate, or Send Recurring Invoice action, Kyrios uses the selected Channel to determine delivery.
No additional actions are required
No branching or If/Else logic is needed
Channel selection does not affect invoice templates or payment settings
How to Use Channel Control in a Workflow
Step 1: Open or Create a Workflow
Go to Automation → Workflow Builder and open an existing workflow or create a new one.
Step 2: Add or Edit a Send Action
Add or edit one of the following actions:
Send Invoice
Send Estimate
Send Recurring Invoice
Step 3: Select the Channel
Scroll to the Channel field and choose one option:
Email & Text
Email
Text
Step 4: Save and Publish
Save the action and publish the workflow.
All invoices or estimates sent by this action will follow the selected channel.
Important Behavior Notes
Email & Text is selected by default for new actions.
Channel selection applies per action, not globally.
SMS delivery requires a valid mobile number on the record.
Email delivery requires a valid email address.
If a required contact method is missing, delivery for that channel may fail or be skipped.
Why This Update Matters
Previously, sending invoices or estimates through different channels required:
Multiple Send actions
Workflow branches
Duplicate automation logic
Native channel control simplifies workflows and ensures invoices and estimates are delivered exactly the way you intend, with less maintenance and fewer errors.
Example Use Cases
Email-Only Invoices
Send formal invoices by email only to meet accounting or compliance requirements.
SMS-Only Payment Reminders
Send estimates or invoices by text for faster visibility and response.
Combined Delivery
Send high-priority invoices by both email and SMS to maximize open and payment rates.
Common Issues and Fixes
Invoice is not received by SMS
Cause: The contact does not have a valid mobile number.
Fix: Confirm a valid phone number is stored on the record.
Invoice sends twice
Cause: Multiple Send actions exist in the workflow.
Fix: Remove duplicate actions and use Channel selection instead.
Channel option not visible
Cause: The action type is not Send Invoice, Send Estimate, or Send Recurring Invoice.
Fix: Use one of the supported invoice or estimate actions.