Twilio SMS Setup

After a proper installation, let’s take a look at the Twilio SMS extension setup with WP Ever Accounting.

First of all, Go to Setting. From the Settings, you will find a tab Extensions. All downloaded extensions can be set up from this option.

Twilio SMS Setup
Twilio SMS Setup

Signup for Twilio SMS service

To sign up for the Twilio SMS service, click here.

Twilio SMS Service Signup
Twilio SMS Service Signup

Verify Email and Phone Number

When you have signed up, you will get a confirmation mail. Check the mail and click on Confirm Your Email.

Confirm Twilio Signup
Confirm Twilio Signup

Once confirmation of the email is done, Twilio will ask you to verify your phone number.

Verify Number for Twilio SMS Extension
Verify Number for Twilio SMS Extension

Twilio dashboard

After verifying your phone number, you will ask you a few questions. Click on Skip to dashboard and it will take you to the Twilio Dashboard. From the dashboard, click on Get a Trial Number. This is the number you will use to send SMS to your customers.

Twilio Get a Number
Twilio Get a Number

Next, you will need two more options – Account SID and Authentication Token.

Twilio Account SID and Auth Token
Twilio Account SID and Auth Token

Setup Twilio

Now go to Twilio settings from the extension and input the number from which the SMS will be sent, Account SID, and Auth Token collected from the Twilio dashboard. Also input the number that will receive the SMS.

Twilio SMS Settings
Twilio SMS Settings

Enable Twilio

Now enable Twilio SMS to send SMS to the phone number that you have chosen. If you uncheck this option, the number will not get any SMS.

Actions

SMS will be sent to the predetermined number in the following cases-

  • Send notification when any new transaction created.
  • Send notification when transaction updated.
  • Send notification when transaction deleted.
  • Send notification when any new document created.
  • Send notification when document updated.
  • Send notification when document deleted.