In this article, you will learn how to email order invoice to clients within the Order Management Module. This method lets you send out invoices to clients while looking at their orders and without going to the Invoice Management Module.

  1. On the Module Menu, click Order Management and select Orders. The Orders sub-menu will expand.
  2. In the Orders sub-menu, select View Orders. You will be directed to the Orders page.
  3. In the Orders panel, use the fields as filter parameters.
    • Note: you can use multiple filter/search parameters.
  4. In this example, we used the Min Delivery Date field as the filter parameter. After entering the filter/search parameter(s) click .
  5. The searched/filtered results will appear in the Orders list.
  6. Find the order from the list and click its Drop Down Menu on the right side of the list.
  7. Click Email Invoice and a sub-menu will expand. Choose the preferred invoice format from the expanded sub-menu.
  8. A Confirmation dialog box will appear. Click  to email the invoice to the client.
  9. A Confirmation message will appear on the page indicating that the selected order's invoice was successfully emailed to the client.