Customizing Invoices and Order Confirmation Emails

When customers order from the integrated shopping cart, a generic email message is sent to them confirming their purchase. You can customize the message that is sent to the user using the SOLO Server mailings. The email sent is dependent on whether the order was processed through standard cart mode or single order mode.

Standard Cart Mode

Upon completion of a cart order, the system generates a generic invoice email to be sent to the customer. This is the same invoice that is shown to the customer after the order has been successfully processed. This invoice includes all of the customer billing and shipping information, as well as a summary of all items purchased. A screen shot of the default invoice is shown below:

To customize the invoice, you can use the Order Confirm HTML fields in the product and product option settings to replace the two lines of default text shown in the screenshot. The text in the bottom left corner can be replaced by using the Support HTML field on the (Your Name) / Contact Details page. If you need to further customize the invoice table, please contact us with your request.

You can also add your own text/HTML before and after the invoice in the email. To customize this mailing, refer to the Order Complete (Cart) mailing for the list of variable fields and their descriptions that you can use when configuring this mailing through Configure / Mailings (Email Templates), which support the following search and replace variables:

[varCompanyName] - The customer company name.
[varContactName] - The first and last name of the customer.
[varCustomerID] - The customer's Customer ID.
[varPassword] - The customer password. Important Note: It is strongly recommended this not be used. In a future version of SOLO Server, the [varPassword] search/replace field will be updated to replace this with an empty value for customers who have chosen their own password.
[varShortShipName] - The short ship name of the shipping option selected for the order.
[varMerchantDispName] - The merchant account name that the customer will see on their credit card. If no merchant account is associated with the order, the author company name will be used.
[varUserPONumber] - The User PO Number. Note that the search/replace will also add a "PO#: " prefix at the beginning of the replace.
[varInvoice] - This is a place holder for the entire system generated invoice table. This will be a large HTML table exactly like the generic cart invoice that is sent when this mailing is not defined. Be sure the HTML takes this into account. This is not supported in the subject.

After configuring your custom mailing, assign the mailing to the Cart Order Complete Mailing field under Store / Cart Options.

Single Order Mode

The single order mode only allows one item in the shopping cart at a time and can allow for more customization of the order confirmation email. The mailings can be specified at the Author level and/or Product level, and a mailing specified at the Product level will override the mailing specified at Author level. Refer to the Order Complete (Author & Product) mailing for the list of variable fields and their descriptions that you can use when configuring this mailing through Configure / Mailings (Email Templates). The email will be sent to the customer when they complete an order through the cart in Single Order Mode with the Use Engine Invoice On Single option from Cart Options (Advanced) unchecked.

After configuring your custom mailing, assign the mailing to the Order Complete Mailing field either under Store / Cart Options or the Order Confirm Email field in the product settings (which would then apply to all product options under that product).