Kass_B - Product Champion
Content Creator

Manage customers and income

Hi Linfo Go,

 

Thanks for reaching out, allow me to clarify this. Changing this in your file's Settings (by accessing Settings > Account and Settings > Sales) will update it for all new customers created after you have made the change. It does not update the settings for existing customers on the file - this is not available at this time and you would need to update this for the individual customer by following the steps: 

 

  1. Navigate to Sales Customers. 

  2. Select your Customer and Edit. 

  3. Under Payment and Billing, set the Preferred Delivery Method to Send Later and Save

 

-Kass