Emailing an order or quote

To email an order confirmation or quote to a customer:

  1. Click Orders, then locate the order or quote you wish to email to a customer.
  2. Click the Email button in the Order Menu Bar.
  3. If you have multiple email templates, you can select which template you would like to send via the Templates drop-down list.
  4. You can optionally customise your email message using the available fields.
  5. Click Send to send your email.
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