Check the Customers Default to [Print/Fax/Email] Transactions boxes as necessary on the Print, Fax, and/or Email subtabs.
Because customers can have preferences for how to receive transactions, you can set preferred default transaction delivery methods on customer records. Default to deliver customer transactions by regular mail, by email, by fax, or by a combination of the three.
The delivery preferences you define will default on all new customer records you create. Then, this delivery method is marked by default in the following situations:
on transactions when you select that customer
on transactions created from that customer record
on transactions that are copied or converted from a transaction that uses these settings
Later, you can change the settings on individual customer records as needed by checking or clearing the appropriate boxes. Then, the settings indicated on each customer record will default on transactions created using that customer.
For example, you can set this preference that when new customers are entered, they default to have only the To Be Emailed box checked by default. Later, if a particular customer also wants their transactions faxed to them, you can edit that individual customer record and check the To Be Faxed box also.