10 · Platform & settings

Notification preferences

Choose which lifecycle events notify customers on which channel (WhatsApp / email / SMS), and confirm your SMS and email providers are connected.

5 min read · updated 28/05/2026

Overview

When an order moves — confirmed, packed, shipped, delivered — or an invoice is cut, Neev can ping the customer for you. No more "bhai dispatch ho gaya kya?" calls. Notification preferences decide which of these events reach the customer, and on which channel: WhatsApp, email, or SMS. Set it once; every matching event sends on autopilot.

Where to find it

These controls live on Settings → General at /settings, not on a separate notifications page. The General panel carries the Auto-share invoices on WhatsApp switch — the one customer notification you toggle directly here.

Two neighbouring settings finish the picture: quiet hours (when sends pause overnight) sit on the Channels page, and the exact message wording per event lives on Templates. Settings is a web-only, owner-only area — it does not appear in the mobile app or on any non-owner sidebar.

Key concepts

Notification preference — a single on/off switch for one event × channel pair. Neev tracks six notifiable events — order confirmed, order packed, order shipped, order delivered, invoice generated, and the internal low-stock alert — across three channels: WhatsApp, email, and SMS. Each pair is independent: invoices on WhatsApp can be on while the same event on SMS stays off.

Default-on — if you have never touched a pair, Neev treats it as on. So a fresh tenant already shares invoice links on WhatsApp without any setup.

Provider status — a channel only delivers if its provider key is wired: WhatsApp runs through Gupshup, SMS through MSG91, email through Resend. Each reports back as configured, stub (a dev-only fake send), or missing. A channel showing missing will not reach the customer even with the preference switched on.

Common workflows

1
Open Settings → General
As the owner, go to /settings. The General card loads your business profile and the notification switch.
2
Turn invoice auto-share on or off
Flip Auto-share invoices on WhatsApp. On = every invoice generated sends its PDF link to the customer on WhatsApp; off = it stays silent. The switch saves the moment you flip it — there is no separate Save for this row.
3
Confirm your channels can deliver
Open the Channels page to check each provider's status. If WhatsApp, SMS, or email shows as not connected, fix the key there before relying on that channel.
4
Set the wording
Open Templates to edit what each message actually says — customer name, order number, amount, the lot.

Role notes

Owner is the only role that can open Settings and change notification preferences. The Settings area sits behind owner-only access, so the General page — and the Auto-share switch on it — is owner territory end to end.

Manager works with these events every day — confirming orders, generating invoices, watching dispatch — but cannot open Settings or change any notification preference. Like all tenant-admin controls (team, billing, channels, templates, settings), this stays with the owner. A manager who wants invoice auto-share turned on asks the owner to flip it.

Tips & time-savers

Tip
You probably do not need to touch anything to start. Every event × channel pair is on by default, so a brand-new tenant already auto-sends invoice links on WhatsApp with zero setup. Only flip a switch when you want to silence something.

Gotchas

Warning
Switching an event off suppresses that customer notification entirely — there is no per-customer exception. Turn invoice auto-share off and no customer gets their invoice link on WhatsApp until you turn it back on. Any send already queued behind quiet hours is dropped as suppressed, not sent late.
Warning
A preference switched on still sends nothing if its channel is not connected. If WhatsApp shows missing on the Channels page, your invoice links go nowhere — check provider status before assuming a customer was notified.

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