Bulk email customers
Overview
You can send multiple sales orders in an email to a customer. This is useful if you have made multiple sales orders for that customer in a short time period and you'd like to send them in one batch.
Set up the bulk email
Before you can email customers about their sales orders, you need to design the email.
Select the User menu (your username) and then select Settings.
Select Sales and then Sales Order Settings.
Select Add Email.
Select the Template you want to send to customers.
In Default From, choose the user sending the email to the customer. It will use the email address for this user.
In Default To, you can optionally add an email address that this email is always sent to. If you leave this blank, it will use the email address for the customer in the sales order.
Select Save.
Bulk email sales orders
In the navigation, select
Sales.
Select Sales Orders.
Select the orders in the list that you'd like to update.
Select Actions and then select Bulk Email {template name}, for example, Bulk Email Order Confirmation (<Reference>).
You will see an example of the email. You can change the From, To, Attachment, and Subject.If you want to change the email body, you will need to edit your email template.
Select Send Batch to send emails to all customers.