This guide explains how to compose and send a manual email from a customer profile, use templates or smart fields, and attach invoices before sending.
Step by Step Guide
1. Open the Customer Profile
Navigate to Customers from the left panel and select the customer you wish to contact.
2. Select the Action Menu
Click Action in the top right corner of the customer profile.
From the dropdown, choose Email.
3. Compose Your Email
A new email window will open.
Here you can:
• Select a pre-built template for reminders or follow-ups
• Write your own custom message
• Use Smart Fields to automatically here is a article for more information: article here
4. Attach the Invoice
Click the attachment icon in the bottom left.
Select Attach invoices. This ensures the invoice(s) selected on the customer page are included.
5. Review and Send
Check the email body, attachments, and subject line.
Click Send when ready.
6. Customer Receives the Email
The customer will receive your message along with the attached invoice(s).
