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EricW

Selective Invoice Printing

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Im just wondering if there's a way to set it up so certain accounts to NOT print the invoice when processing an order and the rest to continue to print as per usual.
The reason is that we're having more and more customers switch to emailed invoicing, but our default process is to print and then mail them.
If there's a wait to lock it so certain accounts will never print the invoice, that'd save us from checking each account.

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    verified answer

    Hi Eric,

    If you do not need a copy printed for your files, then go to customer details (tab 2)  and in the bottom left corner change the invoice settings from form to email.  If you want a copy printed for your records and a copy emailed out then select print & email.  To note - you must have an email address listed on the first tab (bottom left hand side) in order to see the drop down selections in form destination section on tab 2

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  • 0
    verified answer

    Hi Eric,

    If you do not need a copy printed for your files, then go to customer details (tab 2)  and in the bottom left corner change the invoice settings from form to email.  If you want a copy printed for your records and a copy emailed out then select print & email.  To note - you must have an email address listed on the first tab (bottom left hand side) in order to see the drop down selections in form destination section on tab 2

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