Send Messages Through a Sales Order or Quote

Open the order's messages

Send order updates, questions, and files from the order they belong to. The conversation stays with that order, so your team can return to it later.

YoPrint sends emails directly to your customer's email inbox. Customers can reply to the email from their usual email app, and YoPrint brings their replies back into the order's conversation thread.

In the top navigation bar, open Sales > Sales Orders or Sales > Quotes, or select Sales Order or Quote from your dashboard. This example uses sales order SO0001. Both use Customer Message.

1. Double-click the order you want to open.

   

   The order details open in a slide-out drawer on the right.

2. Click the Customer Message envelope icon.

   

The Customer Message composer opens in a second drawer.

Choose the email recipients

The names beside Sent To are the selected recipients. If they are already correct, continue to Write and send your message.

1. Click the pencil beside Sent To to edit the recipients.

   

2. Select the contacts who should receive this email.

   

3. Close the Email Participants window.

   

Click Close (X) in the upper corner. Your selections are saved automatically. Check that the intended names appear beside Sent To before sending.

Write and send your message

1. Type your message in the text box.

   

   Use the formatting toolbar to add styling such as bold text, numbered lists, bulleted lists, and links. YoPrint sends formatted emails that keep these styles.

   Attach files before sending

   If you want to include files, upload files from your computer or attach files from the order before you click Send.

   For wording you use regularly, manage templates in Settings > Templates. See Create and use a message template.

2. Click Send.

   

Your message appears below the composer. The customer receives an email with your message and can reply directly to it. The email also includes View All Messages, which opens the conversation in the Customer Portal.

Attach files from your computer

Use this route for a file on your computer. For a document already available on the order, use Attach files from the order.

1. Open Attach Files below your message.

   

2. Choose Upload Files.

   

3. Choose your files through Select Files to Upload. You can also drag files into this area.

   

4. Click Upload once the file list shows Upload Success.

   

The Upload button attaches the files to your draft message. The attached file appears as a chip below the message text.

Return to Write and send your message when you are ready to send.

Attach files from the order

With the Attach Files menu open, use this route instead of Upload Files.

1. Choose Select Files from Order.

   

2. Select the checkboxes for the documents you want to attach.

   

   You can select documents such as the Sales Order summary, jobs, or invoices.

3. Click Done.

   

The selected documents appear below the message.

Return to Write and send your message to send them.

Review the conversation later

Reopen Customer Message on the order to return to its conversation. Messages appear below the composer; scroll down if needed.

1. Click See full message beneath the message you want to read.

   

   Refreshing newly sent messages

   If a newly sent message does not appear in the thread immediately, click Refresh at the top of the message drawer.

Full Message shows the email, including its conversation link.

A message appearing in the conversation does not by itself mean it reached the recipient. See Message delivery status for delivery results and troubleshooting. You can also view all customer and vendor communication across your shop on the Messages page under Sales > Messages.