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Separate billing email for customer account

Separate billing email for customer account

edit4ever
Shopify Partner
7 1 4

We need to be able to have a separate billing email for some of our customers.  i.e. a second email address associated with the customer account that would get the invoice emails.  Is there a way to create a secondary email - similar to the way we create secondary addresses for shipping - that can be assigned as the billing email that invoices would be sent to?  These billing departments don't need to see the back and forth emails with customers just need to receive the invoice when the customer order is fulfilled.  Thanks!

 

P.S.  Custom coding liquid is fine for us - but we believe the limitation may be in the checkout system as it is a closed system.

Replies 6 (6)

Rein
Shopify Staff (Retired)
324 33 49

Hi, @edit4ever 

 

I understand you are looking for a way to send order notifications to various staff members. The way to do this is within your admin under your Staff Settings. The steps are as follows. 

 

  1. In the Staff order notifications section, click Add recipient.

  2. From the first drop-down menu, select the email address for the notification from the following options:

    • Select Email address, and then enter a new email address that you want to send the order notification to.
    • Select a staff to send notifications to their email.
  3. If you want to create notifications for orders from a particular POS location or from the web, then select a location from the list. You can select All to create notifications for all orders. To add notifications for more than one specific location, you need to create them as separate order notifications.

  4. Click Add an order notification.

After you've set up a new order notification for an email address, you can test it by clicking Send test notification.

Otherwise, what I would suggest is perhaps having one central account getting all notifications and then setting up forwarding rules within your email client to then forward those emails to the staff that need eyes on them for their role. 

 

I hope this answers your question, but if not please do let me know and I would be happy to follow up! 

To learn more visit the Shopify Help Center or the Community Blog.

edit4ever
Shopify Partner
7 1 4

This is incorrect.  We are not looking to send email notifications to staff.  Our customers wish to have invoices emailed to a different address than their account email address.  Some of our customers who place the orders have separate a separate department for billing - so they don't want normal order emails sent to the billing dept - just the invoices.

 

The goal is to have a second email in a customer account that can be selected as the billing email so when we hit send invoice it is sent to that email - not the main customer account email.

Rein
Shopify Staff (Retired)
324 33 49

Just so I have it clear, you are wanting to send extra communications to the customers, be they businesses with billing departments or otherwise. I totally understand now. 

 

Thanks for the great breakdown there. While that is not something that is directly within the store itself, I believe this could be programmatically done with the work of an Expert from the Experts' Marketplace. 

You can work with and hire them from this site here. 

To learn more visit the Shopify Help Center or the Community Blog.

mikeschwede
Shopify Partner
25 0 18

Since you have Shopify B2B / Companies with Shopify Plus is this basic feature now possible. As I can see user can have also a delivery and additional a billing address. So the same should apply for email adresses. Someone who orders doesn't need the invoice mails. Typically this is separate in a company.

ricdnt
Shopify Partner
3 0 1

Hi, did you have any answer cos I have the same goal ? thank very much you !

edit4ever
Shopify Partner
7 1 4

I did not find a solution for this - but due to other projects...we haven't had time to work on this one.  Hoping someone comes up with a simple solution or Shopify works multiple emails into the system directly.