A/R Invoice Print Preferences for Customer

September 25, 2025 17:15

A/R Invoice Print Preferences for Customer
This article will go over how to set defaults for Invoice Print Preferences (Prices on Lines, Print Qty.'s on Lines, Print Line Extensions) on a Customer's Account.

From the Master Menu, go to Accounts Receivable, then Customer Maintenance.
Select Customer to set Invoice Print Preferences.
At the top of the screen, click "Customer Invoice Preference" -- see image below.
Check the Active box to gain access to the preferences.
Select or de-select preferences for this Customer.
Click Save.

Please note: changes will apply to new Invoices only, which means that if you re-print a prior invoice, you'll need to select the boxes manually.

It is possible to set these preferences on each Ship To Code as well. These will override any setup on the main Customer. At the bottom right of each Ship To Code screen, you will see an Invoice Preferences box. This would be especially helpful to Property Management companies.