How can I specify which customer email addresses will receive invoice/delivery note emails

Breww can be configured to automatically email invoices to your customers when you invoice or complete an order/delivery. You can also manually email these invoices to your customers.

In both cases, Breww will need to know which email addresses to use. In the case of manually sent invoices, these emails will become the default in the form and you’ll have the option to amend them before pressing send.

Which email addresses will be used?

For invoice, credit note and purchase order emails, the process for us choosing the emails to send the invoice to 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.

For delivery note emails, the process is as above, but with the Receives delivery note emails tag instead of the Receives invoice emails tag.

What about imported orders on shared customer accounts?

There is one exception to the above rule. If an invoice or delivery note email is being sent for an order that was imported from an ecommerce/sales integration and this order has been imported to a shared customer account, then Breww will send the email to the email address associated with the imported order only and will not follow the above rules (which look purely at the customer and so may be incorrect).

A shared customer account may be used for integration orders where the platform didn’t give us a customer reference (e.g. guest checkouts) or if you have chosen settings to put all orders onto a single customer account.

Adding a tag to a contact

Here’s a guide on how to add this tag to a contact:

Enabling automatic emailing

You can configure this in SettingsInvoice settings.


It’s also possible to set on a per-customer basis if you’d like the customer to follow your account-wide setting for automatic invoice emailing, or to override your account default:

Screenshot 2021-12-01 at 5.17.39 pm


You can also customise the email template in SettingsEmail settings page to match your own unique style.

Hiya, the secondary invoice contacts that are marked here, do they get pulled through to Xero or is just the primary?
Thanks
Luci

Welcome to the community Luci and thanks for getting in touch.

We’ll upload all contacts to Xero where they have the “Receives invoice emails” tag mentioned in the article above. If you would like another contact in Xero, I would advise adding the “Receives invoice emails” tag to that contact by following the clip above.