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Use customer preferences only when one customer needs behavior that differs from your company defaults. Otherwise, leave the customer set to inherit the organization settings.

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Invoicing preference

The customer preference controls the normal invoice outcome when an order is completed. An individual order can override it. Sweeply resolves the final outcome in this order:
  1. The order-specific override
  2. The customer preference
  3. The company default
  4. No invoice when no preference is configured
The resolved outcome is stored when the order is completed. Later preference changes do not rewrite a completed order.

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Notification overrides

You can override before-delivery, after-delivery, and invoice notification channels for one customer. You can also override the before-delivery lead days and timing profile.
A customer override cannot use a globally disabled channel. For example, enabling SMS for one customer has no effect while SMS is disabled for the company.

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Change a customer preference

1

Open the customer

Select Customers and open the customer record.
2

Edit the relevant preference

Change the invoicing preference in the customer details, or open the notification overrides and select Customize.
3

Review the effective result

Confirm which values are customer overrides and which still use the company default.
4

Save the customer

Saving broader before-delivery eligibility may immediately queue missing reminders for affected scheduled visits.
Expanding a customer’s notification window can notify already scheduled upcoming visits and protect their schedules immediately. Review the preview before saving.
Last modified on August 27, 2026