> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Set customer invoicing and notification preferences

> Override company defaults for one customer without changing the rest of your customer base.

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.

## 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.

## 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.

<Note>
  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.
</Note>

## Change a customer preference

<Steps>
  <Step title="Open the customer">
    Select **Customers** and open the customer record.
  </Step>

  <Step title="Edit the relevant preference">
    Change the invoicing preference in the customer details, or open the notification overrides and select **Customize**.
  </Step>

  <Step title="Review the effective result">
    Confirm which values are customer overrides and which still use the company default.
  </Step>

  <Step title="Save the customer">
    Saving broader before-delivery eligibility may immediately queue missing reminders for affected scheduled visits.
  </Step>
</Steps>

<Warning>
  Expanding a customer's notification window can notify already scheduled upcoming visits and protect their schedules immediately. Review the preview before saving.
</Warning>