The use case deals with Quickbooks Online where the user creates a Sales Invoices and the majority of time requires attachments to be included based on supported document types of which PDFs are one of many. 

Users would like the ability to default the "Attach to eMail" Check Box as "Checked" based on a define Setting for the Account. 

Intuit provides the following feature which doesn't work. 

1. Click Gear Icon on the Top right of the Page  

2. Go To "Account and Settings" Region of Page 

3. Select Sales>Online Delivery 

4. Under "Email Options" "PDF" 

This setting doesn't have any impact on whether the "Attach to eMail" Check Box is visible in the Sales Order Creation Page nor does it default. 

Based on this test what the business value of providing the Setting if it has not impact functionally. Has someone officially logged a Bug for fix and what is the relative timing for remedy. We are spending a lot of money for this product and had grave concerns over migrating to this SaaS Product. Great Marketing, now where the execution.

Your advocacy for user needs and insights are instrumental in extending the program's effectiveness and user experience, Some Dude. We appreciate your insights and want to make sure your ideas are heard.  

In line with this, I encourage you to submit a feature recommendation. Your insights drive our innovation. By submitting a direct feature suggestion, you become an essential partner in shaping our product's future and solving challenges for the entire user community.

Let me guide you through the process of submitting your idea:

1. Navigate to the Gear icon in the upper right corner.
2. Under the Profile column, choose Feedback.
3. Enter your feedback suggestion.
4. Click the Next button.

You can stay up-to-date with the latest news about product enhancements by reviewing Intuit's Product Updates webpage.

Lastly, here are articles with tips on how to create customer summaries, as well as pull sales-related activities:

• Create and send customer statements in QuickBooks Online.
• Run a report in QuickBooks Online

We're always available to assist with your sales inquiries. Just click Reply to get help from the Community team and me.