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J-J-M
April 9, 2020
Question

Is it possible to set a Preferred delivery method for all existing customers and if so how? I want to set delivery methods for all customers to send later.

  • April 9, 2020
  • 16 replies
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16 replies

Rebecca_A Product Champion
Rebecca_A Product Champion
April 9, 2020

Hi jacob-miles, 

 

Yes, it's possible to do this from the Sales settings by following the below steps: 

 

1. Navigate to the Settings icon in the top right of your QuickBooks file 

2. Choose Account and Settings 

3. Select Sales 

4. Under Sales Form Content select Preferred Delivery Method 

5. From here you can set the invoices to send later and Save 

 

This will set your future invoices to default to Send Later. 

 

Thanks, 

Rebecca 

J-J-MAuthor
April 9, 2020

Hi Rebecca,

Thanks for your response.

I already have this setting changed, but when I create a new invoice for an existing customer, I still have to either manually tick Send Later, or edit the preferred delivery method property and update it from "None" to "Send Later" for that customer.

Rebecca_A Product Champion
Rebecca_A Product Champion
April 9, 2020

Thanks for the update, 

It appears there is also a way to edit this under the customer themselves which is great news! 

 

1. Navigate to Sales - Customers 

2. Select your Customer and Edit 

3. Under Payment and Billing set the Preferred Delivery Method to Send Later and Save. 

 

Thanks, 

Rebecca 

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