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.