How to Email a Client
Send a message to one client
You can send an email message to a single client from an Invoice page.
Learn to send a bulk message to all or a segment of your contacts.
Selecting a recipient
The first step is to select a message recipient by opening an invoice. From the left side menu, there are two ways to open an invoice: the Clients link or Orders link.
From the Clients link
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Log in to your Upmind account.
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Click Clients on the left menu.
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Click the Clients list menu tab.
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Scroll through the list and click a client name.
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Click Invoices, choose the invoice
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Scroll down and click the Send email button.
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Select a template (or create a new template to send a unique message).
From the Orders link
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Log in to your Upmind account.
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Click Orders on the left menu.
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Click the Orders list menu tab.
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Use the filters to locate a specific order.
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Click an order.
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Click View Invoice.
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Click Go to the invoice.
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Scroll down and click the Send email button.
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Select a template (or create a new template to send a unique message).
Updated 4 months ago