--- title: Emailing transactions and attachments description: Emailing in Paragon is a feature that allows you to directly email transactions to your customer and/or vendor's email addresses. Attachments can also be added to your email. Here, we'll walk you thro --- [Skip to content](https://support.paragon-erp.com/emailing-transactions-and-attachments#main-content) English Show submenu for translations [![paragon logo-1.png\]](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo-1.png?width=240&height=75&name=paragon%20logo-1.png)](https://support.paragon-erp.com/?hsLang=en) - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) Open main navigation Close main navigation - [New Ticket](https://share-eu1.hsforms.com/1PiwaZCxTRpabuHVnQxGeXQc751y) - [Tickets](https://help.paragon-erp.com/tickets) - [Knowledge Base](https://support.paragon-erp.com/) - [Sign out](https://20488534.hs-sites.com/_hcms/mem/logout) - English Show submenu for translations - [Go to website](https://www.paragon-erp.com/) [Go to website](https://www.paragon-erp.com/?hsLang=en) Welcome! Search our Knowledge Base. - There are no suggestions because the search field is empty. 1. [ParagonERP](https://support.paragon-erp.com/?hsLang=en) 2. [Paragon Basics](https://support.paragon-erp.com/paragon-basics?hsLang=en) 3. [Basic use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#basic-use-paragon) September 11, 2025 # Emailing transactions and attachments ### Introduction Emailing in Paragon is a feature that allows you to directly email transactions to your customer and/or vendor's email addresses. Attachments can also be added to your email. Here, we'll walk you through this process of emailing Paragon transactions. #### **Verify your email settings** Make sure you have your correct email setup in **my company** under [email settings](https://support.paragon-erp.com/configuring-company-email?hsLang=en). This ensures that you will be emailing from the correct sender address and using the correct email server. #### **Select your transaction** In this example we will be using the **order** module as our transaction to be emailed. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-11-54-0812-PM-1-1-3-1.png) Open your transaction. ![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-02-25%20084935-png.png?width=670&height=355&name=Screenshot%202025-02-25%20084935-png.png)   Click on the **action** button and then the **email** option. ![](https://support.paragon-erp.com/hs-fs/hubfs/Email%20transaction-jpg.jpeg?width=204&height=398&name=Email%20transaction-jpg.jpeg) #### **Enter your email information** The email modal will appear. Enter the receiving email address (and CC address id, if required). You can also enter an email subject, along with a message of your choice. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-11-49-5826-PM-1-1-3-1.png) Your transaction will automatically be added in the email, under the **attachments** section. #### **Add another attachment** To add another non-transaction attachment to your email, click the **add attachment** button**.** ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-11-52-8044-PM-1-1-3-1.png) Click **select** **a file** from your computer or network. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-11-53-3084-PM-1-1-3-1.png) You can add multiple attachments. When ready to attach to your email, click the **upload** button. ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-11-51-4557-PM-1-1-3-1.png) Your attachment(s) will be added to the outgoing email along with the transaction. When you are ready to send your email, click the **proceed** button.    ![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-02-2024-09-11-50-9135-PM-1-1-3-1.png)   #### **Emails include the PDF template name in the attachment** When an email is sent from a Paragon transaction, we include the **PDF template** name that was used. This can save some time when investigating an email thread later on. ![](https://support.paragon-erp.com/hs-fs/hubfs/image-png-Oct-08-2024-05-59-18-8878-PM.png?width=670&height=449&name=image-png-Oct-08-2024-05-59-18-8878-PM.png) ### Identifying the attachments on any invoice Invoices are often emailed to clients to indicate amounts owed for services and/or products already provided. Those emails can also sometimes contain other important documents such as spreadsheets or shipping docs. ParagonERP now allows you to easily identify the most current invoice output and accompanying documents. ![](https://support.paragon-erp.com/hs-fs/hubfs/image-png-Aug-26-2025-03-47-42-2125-PM.png?width=670&height=308&name=image-png-Aug-26-2025-03-47-42-2125-PM.png) #### **What's next?** The same emailing process can be followed in all [transaction modules.](https://support.paragon-erp.com/how-do-transaction-screens-work?hsLang=en)  Learn how to [create transactions from the action button](https://support.paragon-erp.com/create-transactions-from-the-action-button?hsLang=en). There are also many other features that are available in the [action button.](https://support.paragon-erp.com/introduction-to-paragon-functions-and-buttons?hsLang=en)   - [Paragon Basics](https://support.paragon-erp.com/paragon-basics?hsLang=en#main-content) - [Paragon Modules & Features](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-modules-features) - [Basic use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#basic-use-paragon) - [Advanced use Paragon](https://support.paragon-erp.com/paragon-basics?hsLang=en#advanced-use-paragon) - [Paragon policies](https://support.paragon-erp.com/paragon-basics?hsLang=en#paragon-policies) - [Customer](https://support.paragon-erp.com/paragon-basics?hsLang=en#customer) - [Configuring Paragon](https://support.paragon-erp.com/configuring-paragon?hsLang=en#main-content) - [Basic Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#basic-settings) - [Advanced Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#advanced-settings) - [My Company Settings](https://support.paragon-erp.com/configuring-paragon?hsLang=en#my-company-settings) - [User Management & Access](https://support.paragon-erp.com/configuring-paragon?hsLang=en#user-management-access) - [Import & Export](https://support.paragon-erp.com/configuring-paragon?hsLang=en#import-export) - [Attributes](https://support.paragon-erp.com/configuring-paragon?hsLang=en#attributes) - [PDF Templates](https://support.paragon-erp.com/configuring-paragon?hsLang=en#pdf-templates) - [Configuring - Aloha](https://support.paragon-erp.com/configuring-paragon?hsLang=en#configuring-aloha) - [Product](https://support.paragon-erp.com/configuring-paragon?hsLang=en#product) - [Associations](https://support.paragon-erp.com/configuring-paragon?hsLang=en#associations) - [Purchase](https://support.paragon-erp.com/purchase?hsLang=en#main-content) - [Vendor & Product](https://support.paragon-erp.com/purchase?hsLang=en#vendor-product) - [Purchase Order](https://support.paragon-erp.com/purchase?hsLang=en#purchase-order) - [In Transit & Receiving](https://support.paragon-erp.com/purchase?hsLang=en#in-transit-receiving) - [Vendor Invoicing](https://support.paragon-erp.com/purchase?hsLang=en#vendor-invoicing) - [Vendor](https://support.paragon-erp.com/purchase?hsLang=en#vendor) - [Manufacturing](https://support.paragon-erp.com/manufacturing?hsLang=en#main-content) - [Work Orders](https://support.paragon-erp.com/manufacturing?hsLang=en#work-orders) - [Bill of Materials](https://support.paragon-erp.com/manufacturing?hsLang=en#bill-of-materials) - [material](https://support.paragon-erp.com/manufacturing?hsLang=en#material) - [Inventory](https://support.paragon-erp.com/inventory?hsLang=en#main-content) - [Warehouse Management](https://support.paragon-erp.com/inventory?hsLang=en#warehouse-management) - [Inventory Adjustment](https://support.paragon-erp.com/inventory?hsLang=en#inventory-adjustment) - [Inventory Value](https://support.paragon-erp.com/inventory?hsLang=en#inventory-value) - [Inventory Transfer](https://support.paragon-erp.com/inventory?hsLang=en#inventory-transfer) - [Picking](https://support.paragon-erp.com/inventory?hsLang=en#picking) - [Packing](https://support.paragon-erp.com/inventory?hsLang=en#packing) - [Sales](https://support.paragon-erp.com/sales?hsLang=en#main-content) - [Sales Order](https://support.paragon-erp.com/sales?hsLang=en#sales-order) - [Reservations](https://support.paragon-erp.com/sales?hsLang=en#reservations) - [Returns](https://support.paragon-erp.com/sales?hsLang=en#returns) - [Invoicing](https://support.paragon-erp.com/sales?hsLang=en#invoicing) - [Finance](https://support.paragon-erp.com/finance?hsLang=en#main-content) - [Financial Settings](https://support.paragon-erp.com/finance?hsLang=en#financial-settings) - [GL Mapping](https://support.paragon-erp.com/finance?hsLang=en#gl-mapping) - [Journal Entries](https://support.paragon-erp.com/finance?hsLang=en#journal-entries) - [Reports](https://support.paragon-erp.com/reports?hsLang=en#main-content) - [Financial Reporting](https://support.paragon-erp.com/reports?hsLang=en#financial-reporting) - [WIGO](https://support.paragon-erp.com/reports?hsLang=en#wigo) - [Integrations](https://support.paragon-erp.com/integrations?hsLang=en#main-content) - [QuickBooks](https://support.paragon-erp.com/integrations?hsLang=en#quickbooks) - [Minox](https://support.paragon-erp.com/integrations?hsLang=en#minox) - [Shopify](https://support.paragon-erp.com/integrations?hsLang=en#shopify) - [2Ship](https://support.paragon-erp.com/integrations?hsLang=en#2ship) - [Mobile](https://support.paragon-erp.com/integrations?hsLang=en#mobile) - [Google](https://support.paragon-erp.com/integrations?hsLang=en#google) - [Release Notes & Rules](https://support.paragon-erp.com/release-notes-rules?hsLang=en#main-content) - [Rules](https://support.paragon-erp.com/release-notes-rules?hsLang=en#rules) - [Release Notes](https://support.paragon-erp.com/release-notes-rules?hsLang=en#release-notes) - [Transactions](https://support.paragon-erp.com/transactions?hsLang=en#main-content) - [Receive Payment](https://support.paragon-erp.com/transactions?hsLang=en#receive-payment) - [Transaction Basics](https://support.paragon-erp.com/transactions?hsLang=en#transaction-basics) - [Quote](https://support.paragon-erp.com/transactions?hsLang=en#quote) - [Sales Order](https://support.paragon-erp.com/transactions?hsLang=en#sales-order) - [Make Payment](https://support.paragon-erp.com/transactions?hsLang=en#make-payment) - [Credit](https://support.paragon-erp.com/transactions?hsLang=en#credit) - [Invoice](https://support.paragon-erp.com/transactions?hsLang=en#invoice) [![Logo for ParagonERP](https://support.paragon-erp.com/hs-fs/hubfs/paragon%20logo.png?width=401&height=126&name=paragon%20logo.png "Logo for ParagonERP")](https://www.paragon-erp.com?hsLang=en) We do our utmost to share all relevant information for our customers here. Still missing the answer to a question? Then please contact support. Copyright © 2026, ParagonERP