# Email Template

When an order is submitted or paid, SphericalBRM can prompt the cashier to send a confirmation email to the customer. This is not a separate block — it is an optional feature you turn on inside the **Submit Button** or **Payments** block configuration.

## What it is

An opt-in email step that appears at order completion. After the order is submitted or payment is taken, the cashier sees a **Send Invoice by Email** checkbox. If checked, the system sends a NetSuite email template to the customer's email address on file.

## When you'd use it

* You want customers to receive an emailed receipt or invoice when their order is completed.
* You have a NetSuite email template set up and want to offer it at the point of sale.

## Before you start

* **Who can do this:** Client admins who can edit page builder configurations.
* Your NetSuite Admin must confirm that outbound email is enabled on your NetSuite account.
* An email template must exist in NetSuite before you can select it in the block settings.

## Step by step

**On the Submit Button block:**

1. Open the page in the Page Builder and click the **Submit Button** block.
2. Click **Configure Submit Button** in the settings panel on the right.
3. Go to the **Email Settings** tab.
4. Turn on the **Email on Completion** toggle.
5. Use the **Email Template** selector to choose the NetSuite template to send.
6. Click **Save**.

**On the Payments block:**

1. Open the page in the Page Builder and click the **Payments** block.
2. Click **Configure Payments** in the settings panel on the right.
3. Go to the **Email Settings** tab.
4. Turn on the **Email on Completion** toggle.
5. Use the **Email Template** selector to choose the NetSuite template to send.
6. Click **Save**.

{% hint style="info" %}
You can enable the feature on both blocks independently. If your workflow uses both Submit Button and Payments, enable it on the block that finalizes the order for your process.
{% endhint %}

## What success looks like

When a cashier completes an order, a **Send Invoice by Email** checkbox appears on the completion screen. If the cashier checks it, the selected email template is sent to the customer's email address. If the customer has no email on file, the cashier can enter one before sending.

## Customizing the email content

The content of the email — subject line, body text, and which order details are included — is defined in the NetSuite email template, not in SphericalBRM. Ask your NetSuite Admin to create or update the template record in NetSuite.

## Common issues

* **Email not sending** — confirm outbound email is enabled in NetSuite. Contact your NetSuite Admin.
* **No templates appear in the selector** — the template may not exist in NetSuite, or it may be the wrong template type. Ask your NetSuite Admin to check the template record.
* **Customer did not receive the email** — confirm the customer record has a valid email address in NetSuite, or that the cashier entered a correct address at checkout.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Submit Button</strong></td><td>Where Email on Completion is enabled for form-submit workflows.</td><td><a href="/pages/PhZ3dkc4a1LxD8vQ0aja">/pages/PhZ3dkc4a1LxD8vQ0aja</a></td></tr><tr><td><strong>Payments</strong></td><td>Where Email on Completion is enabled for payment-first workflows.</td><td><a href="/pages/9UpRZRjM7iTVfilhHOmR">/pages/9UpRZRjM7iTVfilhHOmR</a></td></tr></tbody></table>


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