Print & Email Orders

Orders can be printed and emailed the same as Quotes.

See Related Articles below for more on setting up Forms to use for Orders.


PRINT AN ORDER

  1. Open an existing Order.
  2. From the top navigation menu select Print.
  3. From the drop-down list select a Form to use then Print.
  4. A browser preview will open. Follow steps for printing specific to your browser and printer.print an order

EMAIL AN ORDER

  1. Open an existing Order.
  2. From the top navigation menu select Email.
  3. Select an Email Template, an Order Form, fill in the recipient email in the "To" field.
    Add any additional text to the Subject and Body.
    email an order
  4. To see a preview of what the Order will look like using a selected Form, click on the Preview icon.preview an order email form
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