House Accounts Billing Preference

Modified on Wed, 06 Sep 2023 at 01:25 PM

House Accounts can be billed by Email or Print. All House Accounts default preference will be Print, but if they'd like to opt for Email, mark their preference as shown below so that you're reminded of the preference when running billing. Note this reminder if for your reference, it will not automatically send statements/invoices - it is just a reminder for you!


How to Note House Accounts that Prefer Email Billing

On the Customers page, go to Orders ➜  Customers ➜ Search for the Customer. Select the customer to view Customer Details and select House Account from the left menu. You'll see the checkbox for "Prefers Bill by Email".


How to View House Account Billing Preference

Navigate to Reports ➜  House Account to view the 'Preference' column which shows if House Account prefers Print or Email.

Note: All House Accounts default billing preference is set as Print.

To run billing, click the 'Preference' column to sort your list based on preference, then check the boxes next to all who prefer 'Print' and select 'Print Selected Statements.'

Then email the House Accounts who prefer email billing by clicking their name and selecting 'Email Statement.'

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