Email transaction documents to customers
Send a customer-facing PDF directly from a saved quote, sales order, invoice, return authorization, or item fulfillment. From the transaction’s Send by email action, you can review recipients and subject, add a note or copy recipient, preview the generated message and attachment, and then find the sent email later in the customer’s Activity history.
Before you begin
- For a complete example, create and submit a standalone invoice through the invoicing page. In the Customer field, you can select Create new customer and enter a valid customer email address without leaving the invoice. In Items, select Add item, and then select Create new item in the Item field if the item does not exist.
- Make sure your access profile permits you to view the transaction and send it by email. The Send by email action can also depend on the transaction’s status.
Send a transaction document
- Open Menu, and then open the list for the transaction you created:
- For a quote, select Sales > Quotes.
- For a sales order, select Sales > Sales orders.
- For a return authorization, select Sales > Returns.
- For an invoice, select Receivables > Invoicing > Invoices.
- For an item fulfillment, select Products and services > Fulfillments > Item fulfillments.
- Select the saved transaction that you want to send.
- Select More actions > Send by email.
- Review the From, To, and Subject fields.
- To add more recipients, expand Cc/Bcc and complete the applicable fields.
- If you want a copy, select Send a copy to my email.
- Enter an Optional note if you want to add text to the standard email layout.
- Review the document in the Attachments section.
- Select Preview email to check the message and attachment.
- Select Send.
QuickStart closes the drawer and sends the email in the background. A notification first shows that the email is being sent and then confirms Email sent. If sending fails, QuickStart displays an error notification and you can try again. After a successful send, the message is available in the related email history. If the recipient replies, the reply goes to the address in the From field.
View sent email history
- Select Menu > Sales > Customers.
- Select the customer whose email history you want to review.
- Go to the Activity tab.
- In the Activity type filter, select Email.
- Find the message by its sender, date, subject, or related transaction.
- Select Details to view the full message and its attachments.