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How do I send 3PL shipment or invoice information via email from DigitBridge?

Here’s a guide for manually sending shipment details and invoices to your 3PL clients or their customers directly from within DigitBridge.

Note: This guide is for 3PL providers (as opposed to operators who use a 3PL solution).

DigitBridge can automatically send emails for shipments and invoices if system notifications are enabled—but sometimes, you may want to send these manually for review, correction, or recordkeeping purposes.

This guide covers how to do that for both shipment records and invoices.

📦 To Send a Shipment via Email

  1. Go to the Shipment List
    In ERP, navigate to:
    Sales → Shipment List

  2. Search and Select the Shipment
    Use filters to locate the shipment you want to email. Click the checkbox next to it.

  3. Click "Email"
    At the top, click the "Email" button. A pop-up email window will appear.

  4. Confirm or Edit Recipient Info

    • By default, the email will be sent to the address listed in the Customer's Contact Info.

    • You can add CCs or adjust the subject/body if needed.

  5. Send the Email
    Click Send to deliver the shipment record.
    The email will include a PDF attachment of the shipment and any associated tracking details.

🧾 To Send an Invoice via Email

  1. Go to Invoice Processing
    Navigate to:
    Sales → Invoice Processing

  2. Locate and Select the Invoice
    Use filters (like customer, invoice number, or date range) to find your invoice. Select the checkbox next to it.

  3. Click "Email"
    Once selected, click the "Email" button in the header menu.

  4. Confirm Email Fields
    Ensure:

    • The recipient’s email is correct (auto-filled from customer profile).

    • The message includes the proper subject and attachment (the invoice PDF).

  5. Send
    Click Send to email the invoice immediately.

⚠️ Notes & Tips

✅ This manual email process is especially useful for resending documents, reviewing changes, or when clients request an extra copy.
💬 The email body can be manually edited before sending. Use this to add context if needed.
🧾 All emails are logged in the customer's Communication Log for internal reference.
📎 Make sure the customer’s email is saved correctly in CRM → Customer → Contact Info before sending.

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