Email sales orders

Email sales orders


You can email your customers directly from Cin7 Omni. 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.

Email a customer

First go into Sales Orders. Once in Sales Orders. There are three ways to get open the Admin page

  1. Select the Cog wheel icon and then select Admin

  2. Open up the order and select Go to Admin

  3. Open up the order and select Save to Admin

  4. From the Templates section on the bottom right, select the appropriate email template by selecting any required link

  5. Make any alterations to the email body as necessary.

  6. Preview the PDF by selecting the Link button, if required.

  7. At the bottom of the page, select Send Email.

The email will be sent from Cin7 Omni's servers but from your email address, shown in the top left.
If you require additional templates please see Creating an Email Template.


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 Omni to Email on your behalf.

Was this article helpful?

Have more questions? Submit a request