Change Customer Email Settings For Recurring Payments
QuickBooks: How Do You Change New Customers to Send Invoices By Email?
If you're syncing customers or transactions to QuickBooks Online, LMN will automatically create new clients for your needs (if required). But we often obtain the question "How do I Change my new customers get their invoices emailed as opposed to printed?"
The answer is a simple settings change in QuickBooks Online.
- Click on the Settings menu (it appears to be like a gear when you look at the upper right corner)
- Select the Account and Settings option
- Regarding the left-hand side, select the Sales settings
- When you look at 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.
Note: Customers set to SEND LATER will need to have a legitimate email address or else you will get a mistake when exporting invoices to those customers.
Related Article: https://living-accounting.sitelio.me/blog/post/208492/change-customer-email-settings-for-recurring-payments
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