Emailing Customers

Send Customers Packing Slip or Invoice Emails

You can send your Customers an email update about their order on any tile in the Shipping Dashboard, or from the Invoicing Dashboard.

• Click the "Email" button next to the packing slip or invoice you want to email your customers about.
• Include a message to send to your customers. This will auto populate for repeat customers.
• Check the boxes next to the email addresses you want to send to.
• Select whether you want to include the Parts Table in your email.
• Select whether you want to attach the Packing Slip and / or Bill of Lading to your email (also available from All Packing Slips page).
• Click "Send Message." When the message is sent, a green check should appear over the email icon.

Customers not receiving emails?

Steelhead now displays email delivery status on the Packing Slip or Invoice History tab. Check here for more info if customers report that they are not receiving your emails.