set customer to not receive invoices

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  • Updated 2 years ago
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Is there a setting I can set so when I create an invoice for a specific customer it is selected not to print?
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Jake Gardner

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Posted 2 years ago

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John Graetz

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Hi Jake.  I wish that all queries were to answer as this one.  When you create the invoice, in the bottom left hand corner is a box To be printed.  If you untick this box, it will not be printed.  On the other hand, when you create the next invoice, that box will remain unticked, so you need to remember to tick it again or you will have a bit of wasted time having to go back to either tick the boxes again for ones that you then inadvertently left unticked or print them off individually.

John L G

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Kevin Russell, Accredited Partner

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Or you can set it to email John
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Robert Smeallie

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Hi John,

Open the Customer Centre, locate and double click the customer name to open the Edit Customer dialog box. On the Additional Info tab, go down the left to Preferred Send Form Method. You have 3 choices - Email, Mail or None. This is applied to this customer only and if later on the situation changes you can come back to this Edit Customer dialog and change the option as suitable.

Robert Smeallie