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Invoice Delivery Preference - what it does
Invoice Delivery Preference - what it does

And what it doesn't do

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

Invoice Delivery Preference is used for filtering invoices in Sales > Invoices. When you set the preference in the customer's billing page you can filter your invoices accordingly. It does not do any automation beyond that. (If you have it set for email, it won't email invoices, for example.) We do, however, recommend that you select the preference the customer has.

Key Points

  • Select the customer's Invoice delivery preference

  • In Sales > Invoices, select the Invoice Delivery Preference as a filter

  • Select the Invoices and click Bulk Email to email the Invoices

  • Select the Invoices and click Bulk Print to print the Invoices

Invoice Delivery Preference is a drop-down list available in the customer billing page. 

Its three options are:
No preference
Email
Print

Selecting Email or Print from the drop-down list can make sending invoices and statements to customers who are overdue much easier.

In Sales > Invoices, you can select the Invoice Delivery Preference as a filter. 

For example, if you wanted to go through your overdue customers and send an Invoice to them, you have the option to either do a bulk email or a bulk print. 

To process this you'll have to go through these steps twice, (it's actually quite fast).

Set your Date criteria range

  1. Set your search criteria to email:
    INVOICE DELIVERY PREFERENCE = EMAIL
    STATUS = OVERDUE
    Click the check box to the left of the STATUS column header
    Click Send to Customer

  2. Set your search criteria to print:
    INVOICE DELIVERY PREFERENCE = PRINT
    STATUS = OVERDUE
    Click the check box to the left of the STATUS column header
    Click Bulk Print
    Note If your printer supports printing on both sides of the paper be sure to turn that function off before printing. 

In both examples above, clear the check box to the left of the STATUS column header and click the next page arrow in the upper-right corner of the page to go to page two. Repeat the steps above.

Note: Any customer with a No preference selection will not be included in either of the two processes mentioned above.

For more information about automating customer communication, see: Communication to customers - disable global settings

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