Customer preferred payment and invoice delivery method report

Hello there, @Ajohnston.

Customizing the payment to your customer is quick and easy. I'm here to guide you on how to do it.

Here's how:

1. Go to the Reports menu at the top, then pick Customers & Receivables and Transaction List by Customer.
2. Select the Customize Report, then click Filters.
3. Under the Choose Filter, locate the Payment Method.
4. Click the drop-down menu, besides the All payment methods from there payment method you want.
5. Hit OK.

Speaking of reports, you can take a look at this article: Customize reports in QuickBooks Desktop. Which shows you all the different ways you can customize reports available in QBDT, as well as related links to this topic. 

Also, you can memorize the report so you'll bo longer go through the same customization process.

Please don't hesitate to post a reply in the comment section if you need further assistance or if you have other questions. I'd be happy to lend a helping hand. Take care.

We would like to be able to run a report that includes the "customer preferred invoice delivery method" but we don't see this field in any available selection criteria.  Can this be done and if so how.

Hello Sally, thank you for joining the conversation. I'm here to assist you in generating a report that displays the preferred delivery method in QuickBooks.

To do this, you can run the Sales by Customer Detail report and customize its display column to show this info. Let me show you how:

1. Go to Reports and select Sales.
2. Click Sales by Customer Detail.
3. Select Customize Report, then go to the Display section.
4. In the Columns search field, search the Preferred Delivery Method and mark it as check. 
5. Click OK. 

For additional reference in customizing reports in QuickBooks Desktop (QBDT), you can check out this article: Customize reports in QBDT.

You can also memorize reports if you want the same settings of the customized report to be available for future use. 

If you have any additional questions regarding how to include preferred invoice delivery methods in your reports, please feel free to ask. I'm here to help. Have a great day!