The Preferred Delivery List, helps you send invoices and statements.
Preferred Invoice Delivery
Set a Customer’s Preferred Invoice Delivery on Portal
In the General Info table of the Customer window, use the dropdown to select the customer’s preferred invoice delivery method.
Find Customer Screen: Filter or Search by Invoice Preference on Portal
On the Find Customer screen use the dropdown on the right to filter customers based on their Invoice Delivery preference.
Create Invoice Screen: Filter or Search by Invoice Preference on Portal
Use the filters on the right to search you invoices by Preferred Invoice Delivery method.
You can adjust the location of the Pref. Delivery column to suit your preference. Simply click on the column name and drag it left or right.
