Email an order to a customer or supplier
Send a sales order, quote, purchase order or transfer by email, with the PDF attached.
Before you start
You need the Send emails from orders permission. To attach the order's PDF, you also need permission to print that kind of order.
Open the order and click Actions → Email. On a transfer, click the Email button.
The To address fills in from the contact, with your default CC and BCC. Add more addresses separated by commas, or click Add BCC. Check the Reply-to address.
Choose a Template to fill in the subject and message, and a Signature. You can still change the text.
The order's PDF is attached, made when sent. Remove it if you don't need it.
To add your own files, click Attach files from your computer. You can add up to 10 files, 12 MB in total.
Click Send email. You'll see Email sent ✓. It also shows in Settings → Email → Recently sent.
Good to know: if you see Finish the setup in Settings → Email, an administrator needs to set up the sender first. See Set up your email sender.