I'm glad you raised this concern here, @Cranky2023.
I acknowledged your effort in contacting our support to clear up why the Email Later tab doesn't auto-check even if the preferences are set up correctly. I'll provide steps to fix this so you won't have to toggle it manually.
Since the Auto-check the "Email Later" checkbox is ticked and the customer's Preferred Delivery method is Email, let's review your user role to accurately see if it's set up right. Here's how:
- From the Company menu, select Users.
- Click Set Up Users and Roles.
- Type in the admin password, then tap OK.
- Select the Role List tab, then click View Permissions.
- Choose the roles you want to review, then click Display.
For more details, check out this article: Create and manage users and roles in QuickBooks Desktop.
Also, you can create a sample company file with the same setup as your current one to check if the issue persists. Moreover, aside from verifying and rebuilding data, you can also read this article to fix some data damage: Fix data damage on your QuickBooks Desktop company file.
If you want to filter reports to display your invoice transactions status, check out this article: Customize reports in QuickBooks Desktop.
Feel free to come back here if you have additional questions about managing invoices or sales display concerns. I'll be willing to lend a hand. Keep safe, and have a good one.
