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Emailing Sales Orders

Last updated 01/02/2021

How to email Sales Orders directly to customers from within Cin7.

Emailing a Customer

You can send an email to your customers directly from Cin7. Each email attaches a copy of the pro forma invoice or invoice as a PDF. The email will pre-populate with the customer's email address that has been entered in the details of the order.

To send an email:

  1. Navigate to the Admin screen of an order using one of the following paths:
    • From the list page, hover over the cog icon and click on Admin.
    • From within an order, select either Save to Admin or Go To Admin.
  2. From the Templates section, select the appropriate email template.
  3. Make any alterations to the email body as necessary.
  4. Preview the PDF by clicking the Link button, if required.
  5. At the bottom of the page, select Send Email.

The email will be sent from Cin7's servers but from your email address, shown in the top left.

If you require additional templates please see Creating an Email Template.

FAQs

My emails are going to my recipient's junk mail - how do I stop this?

This is most likely an email server issue, which is explained in our article - Allowing Cin7 to Email on your behalf.