How to Email a Customer from Route Screen

EPASS Support

19-Dec-2025

Step 1  – Enable Emailing

Go to Tools > System Maintenance > Variables > Dispatching > Settings and and choose Email Invoice to Customer.

Please ensure that EPASS is closed and then reopened on all terminals that will be used for emailing from the route screen following this parameter change.

Step 2 – Check Email Address

Verify that the invoice you intend to email has an email address associated with it. This address should be located in either the Sold To or Bill To field, depending on the configuration within Terminal Settings.

Step 3 – Emailing Customers From Route Screen

From the Route Screen, select the invoice you wish to email and click the Email button.

If you are sending the email via Outlook, a new email will automatically populate in your Outlook application. If you are sending via SMTP, the email will be dispatched to the customer automatically.