Hello, ahudgens.
I know a way how you can set a preferred delivery method in QuickBooks Online.
Yes, we can set a preferred delivery method for your customers in the Customer information window. However, the program will still offer us all the important functions from printing to emailing an invoice when we create an invoice for our customers. This way, we'll no longer have to go to another menu or page just perform a specific task for the invoice.
Here's how to set a preferred delivery method:
- Choose Sales from the sidebar menu.
- Click the Customers tab.
- Select then click the appropriate customer.
- Go to the Customer Details tab, then click the Edit button.
- In the Payment and Billing section, select the appropriate method from the Preferred Delivery method drop-down menu.
I encourage checking out this article that will help you in personalizing and designing your invoices.
I'm still here if you have any other concerns or further questions. Assistance is just a post away.
