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📧Email notifications

Keep customers and your team informed throughout the Net Terms order lifecycle with automated email notifications.

The Net Terms feature allows customers to place orders using net payment terms. As part of this system, email notifications can keep both the customer and store owner informed about order status.


Notifications: The Draft order is placed

These notifications fire when a Net Terms order is submitted as a draft.

Access Notification Settings

  1. Enable Net Terms (toggle ON).

  2. Go to Net Terms → Notifications to view the Email List.

Available Notifications

Notification
Recipient
Trigger

"Your draft order has been created"

Customer

When customer places a Net Terms order as a draft

"New draft order"

Store admin/staff

When a Net Terms draft order is created

Important: BSS B2B Solution only sends these notifications when an order is submitted as a draft. If orders process automatically, use Shopify's standard order notification emails instead.


📧 Understanding the Email List

  • Your draft order has been created: Notifies the customer when a draft order is created.

  • New draft order: Notifies the store owner when a new draft order is made using net terms.


⚙️ How to Enable Email Notifications

  1. In the Email List, click the ✏️ (pencil) icon next to the desired notification.

  2. Configure the email template if needed (subject line, message content, etc.).

  3. Switch the Status from Disabled to Enabled to activate the email

  4. Save changes.

The BSS B2B Solution only notifies when an order is submitted as a draft.


Notifications: The Final order is placed

If the final order is placed, the email notifications are automatically sent by Shopify

📍 Editing email notifications template

Access the Shopify Admin settings > Notifications

To edit the email template sent to wholesalers, you can edit it in the Customer notification > select "Order confirmation" email. The email template can be changed by editing the HTML.

To edit the email template sent to wholesalers, you can edit it in the Staff notification > select "New order" email. The mechanism is the same as what was mentioned above.

Encounter a problem? Feel free to reach us at support-sbc@bsscommerce.com or Live Chat.

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