How to email a customer order

How To

How do I email a customer order or a customer quote?

Follow these steps

To email a customer order or a customer quote, follow these steps.

  1. Select Selling > Customer Orders
  2. Select the Blue Arrow next to the customer order number to open it.
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  3. Select Email Quote/Invoice.
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  4. Enter the email address in the Customer email field. If there is an email saved in the customer profile, it will populate here by default. Select Email Invoice.
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  5. You will be returned to the customer order screen where a green flag will confirm the email has been sent.
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