> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Email a Client

> With a few clicks, you can now send organised and informative emails to your clients easily.

You can send a personalised 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.

<Warning>
  This guide shows you how to [<u>send a bulk message</u>](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-create-and-send-client-bulk-email-messages) to all or a segment of your contacts.
</Warning>

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.

<Frame caption="Select client">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/411a1bb67817ce22.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=9e6e779f1535cff95c0078a3bce387db" alt="Select client" className="mx-auto" style={{ width:"99%" }} width="2810" height="1120" data-path="images/fb/411a1bb67817ce22.png" />
</Frame>

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

<Frame caption="Invoices section">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/434d21d14e859659.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=eabcc02c60c560b2bdf7955d03d3e10a" alt="Invoices section" className="mx-auto" style={{ width:"98%" }} width="1260" height="634" data-path="images/fb/434d21d14e859659.png" />
</Frame>

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

<Frame caption="Send email">
  <img src="https://mintcdn.com/upmind/2ooSxDpt6PiIGMr-/images/fb/0b7a1c5d14873708.png?fit=max&auto=format&n=2ooSxDpt6PiIGMr-&q=85&s=68301c96ffca204149b08a653a00f625" alt="Send email" className="mx-auto" style={{ width:"95%" }} width="1380" height="178" data-path="images/fb/0b7a1c5d14873708.png" />
</Frame>

7. Choose an existing one or create a [new template](https://docs.upmind.com/setup-and-configuration/email-configuring-and-sending/how-to-format-email-templates) for your message. Edit the subject and body as needed, using dynamic fields for personalisation.

<Frame caption="Send invoice email">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/8660da434f1cfc27.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=c561bf112ee44fe8a4286302f252068f" alt="Send invoice email" className="mx-auto" style={{ width:"82%" }} width="938" height="438" data-path="images/fb/8660da434f1cfc27.png" />
</Frame>

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.

<Frame caption="Orders list">
  <img src="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/ff897c6a538d70b7.png?fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=58ced7065456b04221ef543cc6f2d066" alt="Orders list" className="mx-auto" style={{ width:"99%" }} width="2846" height="902" data-path="images/fb/ff897c6a538d70b7.png" />
</Frame>

4. Use filters to locate the specific order.

<Frame caption="Order filters">
  <img src="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/345d19a10e4e66f0.png?fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=84a1c8fd818d9df5bc21fca13c950c77" alt="Order filters" className="mx-auto" style={{ width:"99%" }} width="1514" height="438" data-path="images/fb/345d19a10e4e66f0.png" />
</Frame>

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

<Frame caption="View invoice">
  <img src="https://mintcdn.com/upmind/2ooSxDpt6PiIGMr-/images/fb/0819c6b4ea5a5e67.png?fit=max&auto=format&n=2ooSxDpt6PiIGMr-&q=85&s=3b160bce881f6f1367b97c50816c2eec" alt="View invoice" className="mx-auto" style={{ width:"95%" }} width="1206" height="980" data-path="images/fb/0819c6b4ea5a5e67.png" />
</Frame>

7. Click **Go to the invoice**.

<Frame caption="Go to invoice">
  <img src="https://mintcdn.com/upmind/1xguIfYUrfespmVI/images/fb/7c6f48676abc683f.png?fit=max&auto=format&n=1xguIfYUrfespmVI&q=85&s=aaa76329121aafe7d5e25807b27a3438" alt="Go to invoice" className="mx-auto" style={{ width:"90%" }} width="1032" height="1286" data-path="images/fb/7c6f48676abc683f.png" />
</Frame>

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