What this does: Turns Email or Print delivery on or off for all open invoices and all active scheduled billing at once.
Applies to: GrowthZone Finance. You need staff access to Finance.
Before you start: This changes existing open invoices and active scheduled billing only. New invoices still default to Email.
Time needed: About 2 minutes.
Change delivery for all open invoices
- Go to Finance, Administrative section, click Mass Updates.
- Click Set Invoice Delivery Preferences. The Set Invoice Delivery Preference window opens.
Select Email Invoice, Print Invoice, or both. A checked box turns that delivery option on for all open invoices and scheduled billing; an unchecked box turns it off.
- Click Run.
- Click OK on the warning to confirm. All invoice delivery preferences are updated.
Common pitfalls
- Leaving a box unchecked: An unchecked option is removed from every open invoice and scheduled billing record. If you want both Email and Print, check both boxes.
- Expecting new invoices to change: This tool does not set the default for future invoices. New invoices still default to Email.