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Sales Orders - Emailing Customer Documents

You can email documents directly to your customers from the Order List View or from the Order Tracker....

Emails will be sent from [email protected] but when set up correctly, your customer will be able to reply directly to you.

Make sure you have created at least one email template in your settings

Once a template is added you can email documents directly from your Sales Orders list view

...or from the Order Tracker

Click the [Envelope] to access the email documents pop-up

1. To / CC / BCC

Click on ADD to select client email address to use - these will populate from all email addresses entered in CUSTOMER record.

Click on ADD ME to add your own user registered email address.

or just input the email addresses separated by a comma.

2. Reply To

You have defined this when creating the template in your Settings. This is the address you customer reply will go to.

3. Include as 'CC'

Your Reply To address can be included as 'CC' in order to receive also the initial email out.

4. Attachments

Click on ADD to choose the attachments to send - see further below

5. Subject and Message

These will populate with the text from your Email Template Settings. You can add/amend as required.

Click on ADD to obtain a pop-up with the documents available to attach.

You will only see documents that you have raised against this sales order.

Select the document types that you want to attach

here an example for Sales Orders

..and and example for Invoices

Click [OK] to finalise your selection

When you have completed the form click [Send]

The black envelope indicates this documents has been sent. You can resend it if needed.