Hi Richard and Gemma,
The emails should be being sent to the customer group’s “contact email”, if one has been entered (and the customer is part of a customer group of course).
In addition to this, if you tag one or more of the “contacts” (or the customer itself) as
Receives invoice emails then we’ll send the emails to these addresses (can be multiple) as well as the customer group.
If the above doesn’t result in us finding any email addresses (no customer group email, and nothing tagged as
Receives invoice emails), then we’ll fall back to the “primary” email on the organisation itself. We won’t add in the organisation primary email if we found any emails from the other sources however (unless the customer/organisation is tagged directly as
Receives invoice emails).
Gemma, you should be able to achieve what you’d like by editing a contact and applying the
Receives invoice emails tag to them.
To recap, the process for us choosing the emails to include is as follows:
- If the customer (organisation) is tagged as
Receives invoice emails and has a primary email, add this email.
- If there are any contacts with the tag
Receives invoice emails, add those emails.
- If the customer is part of a customer group, and this group has a contact email, add this email.
- Finally, if the above steps didn’t result in any email addresses, then use the organisation’s primary email address.
This is the same process that we go through for the default emails included in the form show when on an order/invoice, and you click the
Email > To customer button. You can click this to test that the emails shown are as expected, without having to actually send the email.
I hope that makes sense and allows you to achieve what you need