Email and Postal Mail Invoice Preferences

Madelyn:

I have the same question. I need a list of our memorized transactions that includes print or email. We have run into instances of neither method selected so we never send out that invoice. Your answer suggests that Delivery Method is an available field in the Customer Contact List but it is not in Quickbooks 2019 Pro Desktop. Is there a way to add this to the list of available fields or another report available ?

thanks

I have another way of how memorized transactions can be set as to be printed or emailed.

You can mark the memorized transactions to Print or Email Later mode. Then, add them to the Reminders list. Once done, this will show a list of upcoming transactions that are to be printed or emailed.

For detailed steps, here's how:

1. Open the transactions.
2. Click the Main menu on the upper part, then check the Print Later or Email Later icon.
3. Click Save & Close.

Next, add them to the Reminder list. Go to the Company menu, and select Reminders. 

For future reference, you can also run and customize reports in QuickBooks Desktop: Customize Reports.

Please let me know if you need help. I'll be here to help.

Adding them to the reminder list won't work for us. We have 300 every month and we really need a report to make sure they are all either being printed or emailed since it is possible to have both boxes unchecked. This has happened in the past and we wind up making collection calls to customers who have never recieved an monthly invoice.

I assume you are saying that this field is not available in Quickbooks 2019?

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@MariaSoledadG@MariaSoledadG wrote:

I have another way of how memorized transactions can be set as to be printed or emailed.

 

You can mark the memorized transactions to Print or Email Later mode. Then, add them to the Reminders list. Once done, this will show a list of upcoming transactions that are to be printed or emailed.

 

For detailed steps, here's how:

1. Open the transactions.
2. Click the Main menu on the upper part, then check the Print Later or Email Later icon.
3. Click Save & Close.

Next, add them to the Reminder list. Go to the Company menu, and select Reminders. 

 

For future reference, you can also run and customize reports in QuickBooks Desktop: Customize Reports.

 

Please let me know if you need help. I'll be here to help.

 

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Thanks for getting back to us, @FrankB1.

Allow me to step in and assist you with any questions you may have concerning the report you need in QuickBooks Desktop.

You can write a note in the Memo field so you can track the invoices that you've print or email to your customer. I'll guide you how:

1. From the Home screen or the Customers menu, select Create Invoices.
2. From the Customer: Job drop-down, select a customer or customer job.
3. Fill in the necessary details.
4. In the Memo column enter print or email.
5. Click Save and New or Save and Close.

Once done, you can pull up the Transaction List by Customer report. This will show the list of invoices that you've sent to your customers via print or email later. You can also filter the report if you want to see your invoice transaction only.

Here's how:

1. From the right pane, select Reports.
2. Under Customers and Receivables select Transaction List by Customer report.
3. Click the Customize Report and go to the Filter tab.
4. Below Search Filters select Transaction Type.
5. In the Transaction Type drop-down choose Invoice.
6. Hit OK.

For more information about the custom fields and running reports in QuickBooks Desktop, you can click these articles below. It also contains a visual guide for the step-by-step process on how to use the custom fields and the available reports in QBDT:

• Use QuickBooks Desktop custom fields.
• Understand reports.

Keep in touch if you have additional questions about this, or if there's anything else I can do for you. I always have your back. Thanks for reaching out, wishing you all the best.

Is this possible to do on Quickbooks Desktop? I cannot find the Preferred Delivery Method setting in the report settings. 

Hello, Elise. 

I'll gladly lay down some details to help you see the Preferred Delivery Method setting on a customer report. 

Yes, it's possible to see the customer's delivery method in QuickBooks Desktop. However, this is done through a different report, not on Customer Contact List. 

So, you'll want use the Transaction List by Customer report. Then, customize it to see the delivery method column: 

1. On the Customer & Receivables option from the Reports menu, select Transactions List by Customer.
2. Click the Customize Report button.
3. Go to the Display tab.
4. Under COLUMNS, search for Preferred Delivery Method and enable it.
5. Click OK. 

Here's a sample of what it looks like: 

I'll add this article in case you need more help with the customization options for reports: Customize reports in QuickBooks Desktop.

Need help recording your bank deposits from customer payments? Check out this guide for more details: Record and make bank deposits in QuickBooks Desktop.

I'm more than happy to lend a hand again if you want to check out other reports. If you need help with your customer transactions, I'll also cover the details on my reply. I'll see you again soon.