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Set Invoice Delivery Preference

Updated

When invoices are created, the delivery preference is defaulted to Email. The Set Billing Email and Print Flags tool allows you to set or unset the email/print checkbox on ALL active Scheduled Billing records, as well as on ALL open invoices. 

 

 IMPORTANT: This tool will only update your existing invoices and those set up for scheduled billing. It is not setting the default for future invoices. The default for new invoices will always be Email. 

 

  1. Click Setup in the left-hand navigation panel.
  2. Click Set Invoice Delivery Preference in the Data Tools section. 
  3. On the Update All Scheduled Billing and Open Invoices:Checking the boxes will enable the Email/Print invoice setting on all scheduled billing and open invoices. NOT checking the box will uncheck the Email/Print invoice setting.
  4. Click Run. 
  5. Click OK on the Warning dialog box. All Invoice Delivery Preferences will be updated.