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A
Atropos
April 14, 2021
Solved

Print later default in customer invoices

  • April 14, 2021
  • 3 replies
  • 0 views

Whenever I open a new invoice, the "Print Later" check box is checked as the default.  Is there a way to change the default to being unchecked?

Best answer by BigRedConsulting

To set the Print Later box to unchecked, record a new invoice and uncheck the box.

When you do this, the unchecked state becomes the default until you check the box again while creating a new invoice.

3 replies

A
Archie_B
April 14, 2021

Thank you for posting your concern here in the Community, Atropos.

 

I'd like to share what I know about QuickBooks Desktop preferences.

 

You can change the default delivery method when sending forms. This way, you're able to set your invoices to be sent through email and turn off the Print later option.

Let me show you how:

  1. Go to the Edit menu.
  2. Click Preferences.
  3. Select Send Forms.
  4. Select the Company Preferences tab.
  5. In the Delivery Method Default field, select Email.
  6. Go to the My Preferences tab and make sure the Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is e-mail box is checked.
  7. Click the OK button.

Once done, you can close and then reopen QuickBooks. It will refresh the program and implement all changes to your sales forms accordingly.

 

You can also check this article about customizing forms in QuickBooks: Use and customize form templates

I'll be here if you have further questions and clarifications. Have a great week!

A
AtroposAuthor
April 14, 2021

Thanks for the response.  However, this does not have an effect on the "Print Later" check box.  After making these changes and restarting QB, the "Print Later" check box is still checked when creating a new customer invoice.

    JoesemM
    JoesemM
    April 14, 2021

    I appreciate you for taking the time to perform the steps provided by my colleague above and for sharing its result, @Atropos.

     

    Currently, the ability to turn off the printing option for customers in QBDT is indeed a great idea. While this option is not yet available, I’d recommend sending feedback directly to our Developer for the inclusion of this option in future product enhancements. I'll make sure to do the same thing on my end.

     

    Here's how to send a feedback request:

     

    1. Go to Help.
    2. Click Send Feedback Online.
    3. Choose Product Suggestion.
    4. Enter your feature request.
    5. Click Send Feedback.

    For now, you'll need to manually uncheck the box when you create a new invoice for your customer.

    Also, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

     

    Additionally, you're able to create and customize form templates to control how they look and what information to include. To do this, you can check out this article: Use and customize form templates. It also includes steps about importing or exporting form templates.

     

    Leave a comment below if you have further questions or any other concerns. I'm here ready to assist further. Have a good one.

    C
    ChristinaT
    July 16, 2021

    It's part of the autofill settings (like how it enters the next invoice number for you)

    you need to create a new invoice, make sure all of the settings are the way you want them to stay and save it. your next new blank should be the same (excepting for customer specific settings)

      C
      chellbell
      August 11, 2023

      THANK YOU FOR THIS COMMENT!!!! I've been breaking my head trying to figure out why one of my QB companies has the "to print" box ticked as the default for writing new checks, and the other one is unticked as the default! I've been searching online and reviewing my settings for over an hour, and this is the correct answer!! 

       

      I created a new check with all of the settings as I wished them to continue, save & close, and then the next "write check" brought up all the same settings. THANK YOU CRISTINA!

        BigRedConsulting
        BigRedConsultingAnswer
        July 16, 2021

        To set the Print Later box to unchecked, record a new invoice and uncheck the box.

        When you do this, the unchecked state becomes the default until you check the box again while creating a new invoice.

          A
          AmyNJ
          November 9, 2021

          This worked perfectly!  Thank you for sharing.

           

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