cancel
Showing results for 
Search instead for 
Did you mean: 
Docmedia
Level 2

Change default invoice print to email to print to printer

When I finish creating a customer invoice and need to create a PDF, QBE Enterprise 23, running Windows 11,  defaults to "print to email" and I have to consistently uncheck it.  Is there a way to change that default print option?  Thanks for any insight on this.  

Solved
Best answer October 05, 2023

Best Answers
BigRedConsulting
Community Champion

Change default invoice print to email to print to printer

@SirielJeaB 

RE: Currently, there isn't an option to change the default invoice print to email to print to a printer.

 

Of course there is.  This isn't QuickBooks Online.  The OP has the useful version of QuickBooks -> Desktop.

 

RE: We understand that this feature would be beneficial to you.

 

Yes, and so did Intuit as lest 15 years ago. These preferences and the resulting behavior were included in QuickBooks as far back as Pro/Premier 2011 and Enterprise 11.0, oldest version I have, and probably further back. Because, of course, it's what customers want.  Maybe you didn't get the memo?

 

Here's Enterprise 11.0:

Capture.JPG

 

View solution in original post

4 Comments 4
SirielJeaB
QuickBooks Team

Change default invoice print to email to print to printer

Hello Docmedia! Welcome to the Community. We're thrilled to have the opportunity to assist you with your query. We would be more than happy to provide you with information regarding the default invoice printing preference in the program.

 

We aim to ensure that your experience in QuickBooks Desktop (QBDT) is as convenient as possible for all your tasks. We understand the importance of this feature to you. Allow me to update my previous response and guide you through the detailed steps on how to change the default invoice print to email to print to a printer. 

 

 When creating an invoice, you have the option to select either the "Print Later" or "Email Later" boxes. These preferences have different effects and can cause automatic selection. It's important to note that each customer record has a preference for the preferred delivery method. If you change it from email to mail, the "Email Later" box won't be selected for that specific customer. Additionally, you can set an overall preference for how you want the default behavior to be, regardless of the customer's preferred delivery method. To turn off the auto-selection all the time, please follow the steps below:

 

  1. Go to the Edit menu, then select Preferences.
  2. Choose Send Forms, then click the My Preferences tab.
  3. Uncheck the Auto-check the "Email Later" checkbox if the customer's Preferred Delivery method is e-mail box.

 

Feel free to save this article for future reference if you experience any printer-related issues while using the program: Fix printing issues in QuickBooks Desktop.

 

Furthermore, the following articles will guide you in managing invoices in QuickBooks Desktop:

 

 

If you have any further inquiries about printing invoices in QuickBooks or any other concerns, please don't hesitate to click the Reply button below or submit your questions in the Community section. We're always always here to assist you. Wishing you a pleasant day ahead, Docmedia!

BigRedConsulting
Community Champion

Change default invoice print to email to print to printer

RE: When I finish creating a customer invoice and need to create a PDF, QBE Enterprise 23, running Windows 11, defaults to "print to email" and I have to consistently uncheck it. 

 

Do you mean the "Email Later" checkbox on the invoice form, pictured here?

Capture.JPG

 

If so, then there is not on, but two different preferences that cause it to be automatically selected.

 

First, on each customer record there is a preference for the preferred delivery method, If you change it from E-mail to Mail, then the box won't be selected for that customer:

Capture2.JPG

 

Second, each user can set an overall preference as to how they want it to behave, regardless of customers' preferred delivery method. To turn off the auto-selected all the time, go to Edit | Preferences | Send Forms | My Preferences and de-select the "Auto-check the "Email Later" checkbox if the customer's Preferred Delivery method is e-mail" option, which does exactly what is says.

Capture3.JPG

 

BigRedConsulting
Community Champion

Change default invoice print to email to print to printer

@SirielJeaB 

RE: Currently, there isn't an option to change the default invoice print to email to print to a printer.

 

Of course there is.  This isn't QuickBooks Online.  The OP has the useful version of QuickBooks -> Desktop.

 

RE: We understand that this feature would be beneficial to you.

 

Yes, and so did Intuit as lest 15 years ago. These preferences and the resulting behavior were included in QuickBooks as far back as Pro/Premier 2011 and Enterprise 11.0, oldest version I have, and probably further back. Because, of course, it's what customers want.  Maybe you didn't get the memo?

 

Here's Enterprise 11.0:

Capture.JPG

 

Docmedia
Level 2

Change default invoice print to email to print to printer

Many thanks for your assistance with this!  You are correct, I apparently did not get the memo. 

That is why this forum is so great, and people like you are willing to help.  God Bless!

Need to get in touch?

Contact us