E-invoicing - Set customer-level default preferences to automatically send eInvoices
I have customers that want to receive eInvoices. Can you set a customer preferences in their profile so that Xero automatically sends an e-invoice? I want some to automatically receive einvoices and other not to.
1
vote
Tania Carter
shared this idea
Thanks for bringing this to the community, Tania. We understand the request for customer-level settings that determine whether invoices are sent as eInvoices or standard invoices. Saving the preferred delivery method against the contact could make it easier to send invoices using the right channel.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share how you’d use it.
