Business customers often need invoices sent to a dedicated billing email address instead of or in addition to the email address used at checkout.
This helps ensure invoices reach the right person or department for processing.
Sufio is an invoicing app that helps Shopify stores create and send invoices to the right recipients automatically.
In addition to custom invoice sending rules, Sufio can also automatically send invoices to multiple or alternative customer email addresses stored in your Shopify admin.
Because Shopify does not have a dedicated field for adding a custom invoice recipient email address, Sufio can retrieve the email address in one of the following ways:
The easiest way to add custom invoice recipient emails for your customers is to add the email addresses as tags to specific customers in your Shopify admin.
The tag with the email address should use the following format: email: XXXXX.
For example, a customer who has requested to receive invoices at billing@acmecorp.com should be tagged as follows: email: billing@acmecorp.com.
To add an email tag:
- In your Shopify admin, go to the Customers page.
- Click the customer you want to add the email address to.
- In the Tags section, enter the email tag in the format shown above, or select it from the list of existing tags. If you enter a new tag, it will automatically be created for future use.
- Click Save to apply your changes.
If you need to add tags to multiple customers, you can use Shopify’s bulk actions.
Once this is complete, scroll down to finish the setup.
If you need a more structured solution, you can create a metafield definition called email, and then set the metafield value for each customer to the email address you want to store.
You can create this metafield definition on the Customer object.
If you use Shopify B2B with Companies or Company Locations, you can also create metafield definitions on those objects.
To create a metafield definition:
- In your Shopify admin, go to the Settings → Metafields and metaobjects page.
- Click Customers, Companies, or Company Locations, depending on where you want to add the email address.
- Click Add definition.
- In the Name field, enter
email. - From the Type menu, select Email.
- Optionally, in the Validation section, select the Unique values only checkbox.
- Click Save to apply your changes.
Next, open the Shopify object where you added the email metafield definition. For example, if you added it to customers, open the customer you want to add the email address to.
You will now see a new email field where you can enter the custom recipient email address. Click Save to apply your changes.
Once you have added the custom recipient email addresses, finish the setup by contacting our support team.
Plan-specific feature
Custom email recipients are only available in our Premium or higher plans. To help you set them up, please contact our support team. We'll be happy to help you!
After you add the email addresses in your Shopify admin, contact our support team to finish the setup in your Sufio account.
Once the setup is complete, Sufio will send invoices to the email address specified in the tag or metafield.
If no custom recipient email address is defined, the invoice will be sent to the customer’s default email address.