How to Email Existing Sales Orders

If you wish to email a customer documents for an existing sales order, follow the steps below. Note that the customer must have at least one contact with a valid email address on file—see How to Edit a Customer for more information about how to configure this.

From Accounting:

1. Navigate to Finance > Sales > Invoices
2. Use the filters or search to locate the sales order you wish to email
3. Open the SO by pressing the link in the INV # column
4. Press the Email documents link in the order footer
5. Select the document you wish to email, update the subject line and message text if needed, and confirm the contacts you wish to email are selected
6. Press Send emails

From Sales Orders:

1. Navigate to Orders > Sales Orders > All Orders
2. Use the filters or search to locate the sales order you wish to email
3. Open the SO by pressing the link in the SO # column
4. Scroll to the bottom of the order and press Email documents
5. Make sure the correct document is selected, update the subject line and message text if needed, and confirm the correct contacts are selected
6. Press Send emails