Set customer print and email preferences

Before you start

You send invoices and credit notes to your customers in different ways, and you can set the option the customer prefers, for each customer.

You can also set preferences for print and emailing for a customer class. For more information, see Set customer class print and e-mail preferences.

1. Go to the Customers (AR303000) window.

2. Go to the Invoicing settings tab, and look for the Print and email settings section.

3. Select one of the available options:

   • Print invoices - print out and send the invoice by letter.
   • Send invoice to AutoInvoice - send the invoice electronically with AutoInvoice.
   • Send invoices by email - attach the invoice to an email.

4. Click .

Related pages

Concepts

• About customer account setup
• About preliminary configuration

Tasks

• Make customer-specific changes
• Delete customer
• Create a customer
• Prepare to use electronic invoices for customers
• Enable write-offs for customer
• Set up e-mail invoices for one customer
• Configure mailing settings for dunning letters for a customer
• Set up invoice mailing for a customer
• Add a payment method and a bank account to a customer
• Add delivery settings for a customer
• Add general information for a customer
• Add invoicing settings for a customer

Windows

• Customers (AR303000)
• Customer ledger preferences (AR101000)