client / job preferences glitch

DaveMurto · ‎March 01, 2019

I utilize a one time client for non repeat customers with each new client being a job. I want those jobs to default to [email later] when preparing a sales receipt or invoice, just like all my normal clients. The base one time client has email delivery set as the preference, but I still have to manually check the box for each new entry. Since invoices and sales receipts for all other clients are auto-checked, this results in my periodically forgetting to check the box and not sending the sales receipt for one time clients

Anonymous · ‎March 01, 2019

Hey there, @DaveMurto,

Welcome back to our forums. Let make sure this issue gets resolved.

Let's check the parent customer's profile and see if the Main Email field is filled out. This way the Email Later tick box of the job is auto-populated. Here's how to check that:

Go to the Customers menu.
Choose Customer Center.
Double click the parent customer name.
In the Address Info menu, make sure the Main Email field has the customer email.
Click OK.
Do the same process for the job.

That should rectify the problem, @DaveMurto.

Please update me on the outcome. I look forward to hearing from you soon. Have a great weekend!

View solution in original post

Anonymous · ‎March 01, 2019

Great day, @DaveMurto,

It's great to see you here today. Allow me to help you with your email preference in Quickbooks.

You should be able to set the email preference for your customer transactions to send at a later time. Let me guide you through the steps:

Go to the Edit menu.
Select Preferences.
From the Preference list, choose Send Forms.
Go to My Preferences.
Mark the Auto-check the "Email Later" checkbox.
Click OK.

You can also check each customer's profile and verify if the Preferred Delivery Method is set to E-mail. Here's how:

Go to the Customers tab.
Select Customer Center.
Double-click the customer name.
Click Payment Settings.
In the Preferred Delivery Method, choose E-mail.
Click OK.

That should do it, @DaveMurto.

Should you need any further information, please do not hesitate to contact me. I'll be more than happy to help you. All the best!

DaveMurto · ‎March 01, 2019

Thank you for your response. Those settings are already in place as you describe. That function works correctly for all clients, except for the "one-time client". I create each one timer as a job under "one-time clients" by bringing up "one-time client", hitting ":" and typing the name. The base client has the auto email setting but the jobs (each individual) does not. That's why I described it as a glitch. I'm doing it this way to group one timers and see how they compare with other clients in sales. I also start the name with a z ("one time client" is not exactly the name I use but is shorthand for the actual name) to put it at the end of the listing.

DaveMurto · ‎March 01, 2019

Thank you for your response.

My preferences are set just the way you describe. What works for other clients doesn't work for my one-timers (not recurring except on occasion). These are set up as jobs under the master "one time client". I add new ones by bringing up one time client, adding : then the name. The result doesn't auto check email. That's why I described that as a glitch. Doesn't seem to be doing what it's supposed to.

Anonymous · ‎March 01, 2019

Hey there, @DaveMurto,

Welcome back to our forums. Let make sure this issue gets resolved.

Let's check the parent customer's profile and see if the Main Email field is filled out. This way the Email Later tick box of the job is auto-populated. Here's how to check that:

Go to the Customers menu.
Choose Customer Center.
Double click the parent customer name.
In the Address Info menu, make sure the Main Email field has the customer email.
Click OK.
Do the same process for the job.

That should rectify the problem, @DaveMurto.

Please update me on the outcome. I look forward to hearing from you soon. Have a great weekend!

DaveMurto · ‎March 04, 2019

Thank you Jen,

Filling an email on the master client was the key. I used my own email and will replace it when entering a new job / client. Makes the autocheck work.

:smileyhappy:

Anonymous · ‎March 04, 2019

It's nice to see you again, @DaveMurto,

I'm glad to know that the auto-check function for your email preference is finally working.

If there is anything I can do to help your business, please let me know by mentioning me on your post. I'd be glad to assist you whenever you needed me. Enjoy the rest of the week!

MaryF · ‎May 07, 2019

It is possible that the 'Automatically remember account or transactions information' setting within Edit>Preferences>General>My Preferences tab being check marked can interfere with your customers preferred delivery option setting.

When I turned off the automatically recall feature, my default selection to have Email later check marked worked correctly. See screen shot below

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client / job preferences glitch