What it does

When a sale order is marked as paid, you can send an order confirmation email directly to the customer from within that sale order. The email includes a PDF of the order attached, and a body message that you can customize to match your company's tone.

Setting up the template

Go to Global Settings → Accounting and click the "Order Confirmation email template" card. A dialog opens with a text area where you can type the body of the email you want sent to customers.

You can use [Company Name] anywhere in the text as a placeholder — it will automatically be replaced with your organization's name when the email is sent.

If you leave the template blank, a default message is used:

"Thank you for your order! Your order has been received and is being processed. Please review the attached confirmation.

Regards, [Company Name]"

Sending the email

On any paid sale order, there is a Send Order Confirmation button. Clicking it opens a modal where you can:

• See the pre-filled body text (pulled from your saved template, with [Company Name] already substituted)

• Edit the message before sending if needed

• Send the email to the customer's email address on file

The email is sent from your organization's name (e.g., "Acme Corp <noreply@...>") and includes the order as a PDF attachment.

Who can use it

Users with permission to manage feature settings can configure the template in Global Settings. Any user with access to a paid sale order can trigger the send.