Memorized Invoice doesn't set Email Later automatically

When I create an invoice for Customer A, because his Preferred Delivery Method is Email, it automatically ticks the Email Later checkbox on the invoice. (At least I think that's the reason.) But I have a Memorized invoice for him, that recurs annually. When that kicks off, the invoice goes in, but the Email Later checkbox does NOT get ticked. The result is that, unless I remember it, his invoices don't get emailed to him, the way that most others do.

Why, and what do I do to fix it?

Quickbooks Pro 2016
LVL 8
d0ughb0yPresident / CEOAsked:
Who is Participating?

Improve company productivity with a Business Account.Sign Up

x
 
JohnConnect With a Mentor Business Consultant (Owner)Commented:
Memorization is a form of template. Did you try removing the memorized invoice and remaking it?  Remove the invoice, restart QuickBooks, ensure the Customer flag is set and then make a new invoice and memorize it.
0
 
JohnBusiness Consultant (Owner)Commented:
@d0ughb0y - Did you try remaking the invoice. I am quite sure that is what you need to do.
0
 
d0ughb0yPresident / CEOAuthor Commented:
Unfortunately, the problem is that this invoice only comes out once a year. So I've no way to really test it for now. Thanks for the assist, though.
0
 
JohnBusiness Consultant (Owner)Commented:
Thanks for the update on the issue.
1
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.