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July 26, 2023
Question

I would like to set default delivery method of invoices to email, but it's not available in settings

  • July 26, 2023
  • 1 reply
  • 0 views

I am on Desktop Premium Contractor.

I looked up how to do it. Went into single user, i'm the admin. went to preferences, send forms, company preferences. It's not an available option. I would like to set it so it automatically marks invoices not sent and I can look up if sent or not.

Please help

1 reply

July 26, 2023

Hi Trix3,

 

Thanks for reaching out here.  QuickBooks is a dynamic program with the features you need to reach your daily goals.  I can see how setting a default status to your invoices can be beneficial for what you've explained.  However, the automatic status on your invoices, is a default setting created by our engineers.  If you'd like to see other options available, so you can set your desired preferences, I suggest submitting a suggestion by going to Help, then select Send Feedback Online.

 

If you have any other questions, feel free to reach back out.  We'd be happy to help!