How to Email a Client

You can send a personalized email to a single client directly from their invoice or order. This is useful for sharing updates, reminders, or custom messages related to a specific transaction.

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This guide shows you how to send a bulk message to all or a segment of your contacts.

To select a message recipient, first open an invoice using the Clients or Orders link from the left-side menu.

Sending an email from the clients section

1. Log in to your Upmind admin account.
2. Click Clients in the left menu.
3. Select the Clients List tab.
4. Find and click the client’s name to open their profile.

5. Go to the Invoices section and select the relevant invoice.

6. Scroll down to Quick Actions and click Send email.

7. Choose an existing one or create a new template for your message. Edit the subject and body as needed, using dynamic fields for personalization.

8. Click Send to deliver the message.

Sending an email from the orders section

1. Log in to your Upmind admin account.
2. Click Orders in the left menu.
3. Select the Orders List tab.

4. Use filters to locate the specific order.

5. Click the order to open its details.
6. Click View Invoice.

7. Click Go to the invoice.

8. Scroll down to Quick Actions and click Send email.
9. Select a template or create a new one, customize as needed, and send.