Automatically Email Customers Only When Sales Orders are Created and Fulfilled

For customers to automatically receive email of sales orders only when created and fulfilled, perform the following:

1. Setup

• Navigate to Setup > Company > Email Preferences.
• On Transactions section, check CUSTOMER DEFAULT TO EMAIL TRANSACTIONS.
• Click Save.
• Navigate to Lists > Relationships > Customers.
• Click Edit next to the customer record
• Click Preferences tab, uncheck EMAIL in the SEND TRANSACTIONS VIA section.
• Click Save.

2. Customize Sales Order Form and Cash Sales Or Invoice form

• Cash Sales or Invoice Form
• Navigate to Customization > Forms > Transaction Forms.
• Click Customize or Edit next to the related Invoice or Cash Sales Form.
• On Screen Fields tab and Messages subtab, set To be E-mailed to Unchecked under CHECK BOX DEFAULT.
• Click Save.
• Sales Order Form
• Navigate to Customization > Forms > Transaction Forms.
• Click Customize or Edit next to the related Sales order form.
• On Screen Fields tab and Messages subtab, set To be E-mailed to Checked under CHECK BOX DEFAULT.
• Click Save.