We appreciate you bringing this matter to this forum, rlamphere.
Please know the ability to set the Save and Send option as a default when receiving customer payments manually is unavailable in QuickBooks. I can see how this feature can add more convenience to your business process.
Therefore, I recommend sending your insights directly to our product engineers. They can take notes and might consider them when working to further improve the software.
If you have QuickBooks Online, you can proceed to these steps:
- Click on the Gear icon, then choose Feedback.
- Share your product improvement ideas.
- Click Next to submit.
You can keep track of your ideas or suggestions by visiting this website: Customer Feedback for QuickBooks Online.
If you're using QuickBooks Desktop, please refer to this article instead: How do I submit feedback?
On the other hand, consider creating reports to see your sales and inventory status. This helps you gain valuable insights that you can utilize when planning for future finances.
Please continue posting in this forum if you have concerns about the different options or features available in QuickBooks that make your accounting process more convenient. We'll be around to help when the needs arise.