Is it possible to set a Preferred delivery method for all existing customers and if so how? I want to set delivery methods for all customers to send later.

Hi jacob-miles, 

Yes, it's possible to do this from the Sales settings by following the below steps: 

1. Navigate to the Settings icon in the top right of your QuickBooks file 

2. Choose Account and Settings 

3. Select Sales 

4. Under Sales Form Content select Preferred Delivery Method 

5. From here you can set the invoices to send later and Save 

This will set your future invoices to default to Send Later. 

Thanks, 

Rebecca 

Hi Rebecca,

Thanks for your response.

I already have this setting changed, but when I create a new invoice for an existing customer, I still have to either manually tick Send Later, or edit the preferred delivery method property and update it from "None" to "Send Later" for that customer.

Thanks for the update, 

It appears there is also a way to edit this under the customer themselves which is great news! 

1. Navigate to Sales - Customers 

2. Select your Customer and Edit 

3. Under Payment and Billing set the Preferred Delivery Method to Send Later and Save. 

Thanks, 

Rebecca 

Hi Rebecca,

That is the method I have been using, I was asking if there is a way to set it for all customers at once, as I have a large amount of existing customers.

Thanks for actively responding, @J-J-M. The option to set the Preferred Delivery Method to Send Later and Save for all the customers at once is currently available in QuickBooks. 

I know how this type of functionality would greatly help you and your business. I'll share your feedback with our developers for further review in the future updates. 

For future reference, read through this article to help you learn about setting up automatic invoice reminders: Automate invoice reminders in QuickBooks Online. 

Visit again if you have additional concerns. We're always here to help you more. 

I assume you mean that changing this setting for all customers in (not) available at this time?

Hi Linfo Go,

Thanks for reaching out, allow me to clarify this. Changing this in your file's Settings (by accessing Settings > Account and Settings > Sales) will update it for all new customers created after you have made the change. It does not update the settings for existing customers on the file - this is not available at this time and you would need to update this for the individual customer by following the steps: 

1. Navigate to Sales > Customers. 

2. Select your Customer and Edit. 

3. Under Payment and Billing, set the Preferred Delivery Method to Send Later and Save. 

-Kass

I realize this is an old thread, but still hadn't found an answer to this question - how to change Preferred Send Method for multiple customers.  The work-around I found (I'm using QB Desktop) was to go to Add Multiple Customer Jobs from the Custom Center.  From there, Customize Columns to add Preferred Send Method.  While you still need to change each, significantly easier than editing each individual customer.  

I appreciate the effort in looking for a work around, jbrooks7676.

The option to change the Preferred Send to Method for multiple customers is currently unavailable in QuickBooks Desktop.

However, you can also export your customer lists to an excel file. This way, you can easily change multiple customer information such as Preferred Send to Method.

To export customer list:

1. Go to Customer menu.
2. Select Customer Center.
3. At the top, click on Excel dropdown.
4. Choose Export Customer Lists.
5. In the Export window, select Create new worksheet and in a new workbook.
6. Click on Export button.

Here's an article for more information about the export and import process: Import/export CSV files.

Just click the Reply button below if you still have other questions about it. I'll be here to answer them. Have a wonderful weekend.

How do we print a list of customers with their preferred delivery method so we only have to update those that need attention

It's great to see you here today, @davisfarm. I’ll share some steps you can try to get the details you need.

We can run the Sales by Customer Type Detail report and print it. From there, we can filter it so we’ll be able to include the delivery method. You can also pull up the Transaction List by Customer report if you’d like to show the shipping details.

If you’re using QuickBooks Online, go to Reports on the left pane and enter Sales by Customer Type Detail or Transaction List by Customer. After that, proceed with the steps below:

1. Click on Customize and set the date under Report period.
2. Go to Rows/Columns and click on the Change columns link.
3. If you choose Sales by Customer Type Detail, tick the Ship via and enter the shipping type.
4. If you select Transaction List by Customer, select Shipping Address, Ship Via, and Ship Date boxes.
5. Press Run report.

However, if you’re using QuickBooks Desktop, please follow the steps below:

1. Go to the Reports menu.
2. Click Customers & Receivables and select Transaction List by Customer.
3. Click Customize Report, then search for the ship via under the Columns and mark them.
4. On the Filters, enter Ship via and choose which method you’ll want to appear in the report.
5. Tap OK.

The Ship via option in QuickBooks Online is an open text field and there isn't yet a way to create drop-down fields for shipping type. On the other hand, the Ship details column in QuickBooks Desktop is used to manage the shipping details from the new Sales Order Fulfillment Worksheet dashboard.

For more tips about personalising the style and details of your reports, you can visit these articles:

• Customising reports in QuickBooks Online 
• Adding a Shipping Address in Customers.

Once done, you can save the report so you won’t have to go through the same process again and track the sales order seamlessly:

• Memorise reports in QuickBooks Online
• Create, access and modify memorized reports
• Pick tab in Sales Order Fulfillment.

The Community is always open if you have other shipping questions. I'll be right here to help if there's anything else you need. Have a great day

I would like lto set a preferred delivery method for all new invoices to send immediately.  We use a 3rd party platform for invoice creation, which then sends the invoice to QBO.  Currently, we then have to go into QBO and email the customer.

Hello, ahudgens.

I know a way how you can set a preferred delivery method in QuickBooks Online.

Yes, we can set a preferred delivery method for your customers in the Customer information window. However, the program will still offer us all the important functions from printing to emailing an invoice when we create an invoice for our customers. This way, we'll no longer have to go to another menu or page just perform a specific task for the invoice.

Here's how to set a preferred delivery method:

1. Choose Sales from the sidebar menu.
2. Click the Customers tab.
3. Select then click the appropriate customer.
4. Go to the Customer Details tab, then click the Edit button.
5. In the Payment and Billing section, select the appropriate method from the Preferred Delivery method drop-down menu.

I encourage checking out this article that will help you in personalizing and designing your invoices.

I'm still here if you have any other concerns or further questions. Assistance is just a post away.

How do I do this is the Desktop Version?

How do I do this in the Desktop version?

I have steps to set your customer's preferred delivery method in QuickBooks Desktop, @TommyJr. And I'm happy to outline the detailed steps with you. 

Let's visit the Send Forms preferences menu to set the delivery method. Let me show you how:

1. Go to the Edit menu and select Preferences.
2. Pick Send Forms and choose the Company Preferences button.
3. In the Delivery Method Default field, select Email later. 
   
4. Go back to the My Preferences tab and make sure the Auto-check the "Email Later" checkbox if customer's Preferred Delivery Method is e-mail box is checked.
5. Click OK. 

Once done, you can close and then reopen QuickBooks. It will refresh the program and implement all changes to your sales forms accordingly.

If it's time to send sales forms to customers, you can follow the easy steps in this article to achieve your task: Email sales forms, invoices, and statements in QuickBooks Desktop.

Additionally, check out these articles below to help you personalize sales forms and fix some email issues in QuickBooks: 

•  Use and customize form templates.
•  Fix custom email template issues in QuickBooks Desktop. 

You can always count on me whenever you need help managing your customer's transactions in QuickBooks. I'm always here to back you up. Keep safe.