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Change Customer Email Settings For Recurring Payments

Change Customer Email Settings For Recurring Payments

QuickBooks: Just How Do I Change New Customers to Send Invoices By Email?

If you're syncing customers or transactions to QuickBooks Online, LMN will automatically create new customers for your needs (if required).  But we often obtain the question "just how do i Change Customer Email Settings For Recurring Payments?"

The solution is a simple settings change in QuickBooks Online.

  • Click the Settings menu (it appears to be like a gear into the upper right corner)
  • Select the Account and Settings option
  • On the left-hand side, pick the Sales settings
  • Into the Sales Form Content section, click on the Preferred delivery method (that will be likely set to Print Later)
  • Change this drop-down to Send Later
  • New clients will now be defaulted to receive their invoices by email, not print. 

Related Topic: https://accountinpro.blogspot.com/2020/12/change-customer-email-settings-for.html

Note:  Customers set to SEND LATER must have a legitimate current email address or otherwise you'll get a mistake when exporting invoices to those customers.
 

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