Get started with sales order confirmations

QuickStart can automatically email an order confirmation to the customer contact on a sales order after the order is submitted. The email includes the order number, order date, and sales order PDF.

Enable sales order confirmations

1. Open Menu and select Settings > Sales > Customer notifications.
2. Under Sales order confirmation, select Send order confirmation email.
3. Select Apply.

Newly submitted orders queue the confirmation for the customer contact specified on the order. Delivery is asynchronous; after processing, open the sales order’s Sent emails tab to review the linked message. This setting does not resend confirmations for previously submitted orders.