Step-by-Step Instructions
1. Navigate to the Customer Timeline
Go to the Customers section.
Open the Timeline of the customer you wish to contact.
Select the Reply option to open a new email draft.
2. Compose Your Email
Enter or confirm the recipient’s email address.
Add a subject line, for example: “Invoice Attached – [Company Name]”.
Write a short message, such as:
Hello [Customer Name],
Please find attached the invoice details for your reference.
Thanks,
[Your Name]
3. Attach the Invoice File
Click on the Attachment (paperclip) icon in the email editor.
Select the invoice file from your computer.
Confirm that the file is visible in the email draft (you will see the file name displayed under the message body).
4. Send the Email
Review the email content and confirm the attachment is correct.
Click Send.
Once sent, the email will appear in the customer’s timeline with an attachment record (e.g., Attachment: TEST-INVOICE-DETAILS.xlsx).
Verification in Outlook (Optional)
If you also view the email in Outlook, you will see the invoice file attached as expected.
This provides assurance that the customer will receive the attachment correctly.
