Emailing Orders and Invoices

Staff can email a copy of an order or invoice to a customer directly from the Order or Invoice Record.

Emailing Order Confirmation Emails

  1. Open the Order Record.

  2. Click Send Confirmation Email.

  3. Ensure that the email in the Send confirmation email to field is correct, and click Send.

An image of the Send Order Confirmation Email window.

Emailing Invoice Confirmation Emails

  1. Open the Invoice Record.

  2. Click the Send Invoice button.

  3. Ensure that the email in the Send confirmation email to field is correct, and click Send.

An image of the Send Invoice Confirmation Email window.

Administrators can configure the behavior of this confirmation email in the Configurations App, using the Order Invoice Format setting.