Hi, how do we resend confirmation emails if someone wants the invoice sent to a different email? We've tried to update the file with the new email address and it doesn’t give us the option to resend to the updated one. Is there not a way
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Thanks so much for your question!
I can definitely see how it doesn't quite look like the new confirmation email is going to be sent to the updated address. Could you go through these steps once more for me and let me know what you're seeing on your end?
On your order page, under Customer > Contact information, select Edit to add the customer's new email address. It's up to you if you'd like to select "Update customer profile", but for our purposes it's not necessary.
Once you've saved your changes, you can scroll down to our order timeline to select Resend email as I've done below. You'll notice that the original email address is still shown here, but that's to be expected.
In the Resend order confirmation pop up that follows though, we should being seeing the updated email address indicated.
Let me know if that's not the case and we can explore why that might be.
That's great to hear.
In cases where the same customer account manages multiple businesses, currently the best workflow is to manually re-send the confirmation email to the preferred address using the steps we followed above. Please let me know if you run into any challenges doing so!
I can definitely appreciate why the option to add a second email address to an existing customer account would be desirable though, and I've passed this feedback on to our team. While I cannot guarantee if or when we might see this option introduced to your admin, it's important that our team knows what a difference it would make for your business.
Thanks again for taking the time to share.
Thanks for that extra context.
In this scenario, was no email address entered when the order was originally placed? If that's the case, it's currently not possible to "resend" an order confirmation email when only an SMS notification was previously sent.
So while both email addresses and phone numbers can be manually edited on the order page, you'll only see the option to send/resend, for example, an SMS notification if a phone number had been added in the first place. The same can be said for email notifications.
Also, since it's currently not possible to have two email addresses on file for one customer, whenever you are editing the email address on an order page you will want to avoid selecting "Update customer profile", so as to not trigger the duplicate email error.
All that to say, in the scenario you're describing, this customer would want to enter the email address you have on file for them at checkout, and then you will edit that email address on their order page to resend the notification to the correct destination.
I can definitely appreciate that this is perhaps one or more extra steps then you were aiming for, so please do let me know if you have any questions and I'll be more than happy to clarify.