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How to Make Default "Record and Print" Rather Than Email


rteeple46

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This is probably too easy, but how do I make EI default to "Record and Print" for customers that aren't set for email?

In the Customer's info under Other, I have Prefers Invoices by: set to Default. Do I have to change it to Pay or something?

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  • 6 years later...

Hello, how is this achieved today?

The latest Express Invoice keeps defaulting to Record with Payment, rather than Record with Print.

Is there a key combination? i.e. Shift and Click to set default?

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  • 5 weeks later...

Hello,

Is this happening when creating the invoice for a new customer or the same customer? If it is a new customer it will always default back if not then it should always default to the last option used. If this is not happening you might want to create a support ticket for the NCH technical support guys and see if the can help you. You can create the ticket from the link below:

https://www.nch.com.au/support/index.html 

Good luck!

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