--- title: Customer Profile Delivery Preferences for Invoices and Receipts description: Learn how invoice and receipt delivery preferences work in Aclarian, including customer profile fields, import behavior, validation rules, and international address handling. --- [Skip to content](https://support.aclarian.com/aclarian-client-support-knowledge-base/customer-profile-delivery-preferences-for-invoices-and-receipts#main-content) English - United States Show submenu for translations [Client Support Portal](https://support.aclarian.com/aclarian-tickets?hsLang=en-us) [![BRANDING ELEMENTS LIBRARY (11)](https://support.aclarian.com/hs-fs/hubfs/BRANDING%20ELEMENTS%20LIBRARY%20(11).png?width=500&height=141&name=BRANDING%20ELEMENTS%20LIBRARY%20(11).png)](https://Aclarian.com) Open main navigation Close main navigation - English - United States Show submenu for translations - [Client Support Portal](https://support.aclarian.com/aclarian-tickets) How can we help you? - There are no suggestions because the search field is empty. 1. [Aclarian Client Support Knowledge Base](https://support.aclarian.com/aclarian-client-support-knowledge-base?hsLang=en-us) 2. [Cashiering](https://support.aclarian.com/aclarian-client-support-knowledge-base/cashiering?hsLang=en-us) 3. [Data Management](https://support.aclarian.com/aclarian-client-support-knowledge-base/cashiering?hsLang=en-us#data-management) May 14, 2026 # Customer Profile Delivery Preferences for Invoices and Receipts ## Learn how to manage invoice and receipt delivery preferences in customer profiles, imports, and templates in Aclarian. Aclarian allows each customer profile to store delivery preferences for both invoices and receipts. These settings help support more tailored billing and communication workflows. Delivery preferences are available in: - Customer Profile - Customer Import - Customer Import Template These preferences can be used to define how invoices and receipts should be delivered for each customer. ### Where these settings are available You can manage these delivery preferences in the following areas: - Customer Profile - Customer Import - Customer Import Template The same core rules apply across all three areas. ### Delivery preference fields Two delivery preference fields are available on customer records. #### Invoice Delivery Preference This field controls how invoices should be delivered to the customer. Available options: - **Email Only** - **Physical Copy Only** - **Both** ![](https://support.aclarian.com/hs-fs/hubfs/undefined-4.png?width=670&height=171&name=undefined-4.png) #### Receipt Delivery Preference This field controls how receipts should be delivered to the customer. Available options: - **Email Only** - **Physical Copy Only** - **Both** ![](https://support.aclarian.com/hs-fs/hubfs/undefined-Apr-29-2026-01-14-38-1705-PM.png?width=670&height=164&name=undefined-Apr-29-2026-01-14-38-1705-PM.png) ### Validation rules The system applies validation rules in the user interface, imports, and import template. #### When email is required If the selected preference includes email, a valid email address is required. This applies when the preference is: - **Email Only** - **Both** ![](https://support.aclarian.com/hs-fs/hubfs/undefined-Apr-29-2026-01-14-38-3971-PM.png?width=670&height=263&name=undefined-Apr-29-2026-01-14-38-3971-PM.png) #### When email is optional If the selected preference is **Physical Copy Only**, an email address is optional. ![](https://support.aclarian.com/hs-fs/hubfs/undefined-Apr-29-2026-01-14-37-7006-PM.png?width=670&height=276&name=undefined-Apr-29-2026-01-14-37-7006-PM.png) > **Important** > Validation rules are enforced consistently in: > > - The Customer Profile user interface > - Customer imports > - The Customer Import Template Template Example: ![](https://support.aclarian.com/hs-fs/hubfs/undefined-Apr-29-2026-01-14-37-4963-PM.png?width=670&height=42&name=undefined-Apr-29-2026-01-14-37-4963-PM.png) ### International address handling When a customer is marked as having an international address, the **State/Province** field is not required. This behavior is consistent across: - Customer Profile - Customer Import - Customer Import Template **Example 1 : International Address** ![](https://support.aclarian.com/hs-fs/hubfs/undefined-Apr-29-2026-01-14-37-9491-PM.png?width=670&height=228&name=undefined-Apr-29-2026-01-14-37-9491-PM.png) **Example2: US Address** ![](https://support.aclarian.com/hs-fs/hubfs/undefined-Apr-29-2026-01-14-37-2925-PM.png?width=670&height=196&name=undefined-Apr-29-2026-01-14-37-2925-PM.png) > **Note** > International address handling applies only to address requirements. > > Delivery preference validation still applies based on the selected invoice or receipt preference.   ### Import behavior and templates The delivery preference fields are included in both the import process and the import template. This allows teams to: - Add delivery preferences during customer imports - Update customer preferences in bulk - Use consistent field values during data migration or maintenance If imported data does not meet the required validation rules, the system displays validation messages to guide the user. ### Existing customer records Existing customer records remain unchanged. If no delivery preference was previously set, the system applies the default behavior already in place for those records. > **Note** > No immediate action is required for existing customers unless you want to begin updating preferences for future billing workflows. ### Current behavior The delivery preference fields are visible to users who manage or view customer profiles or perform customer imports. These settings are available now and can be updated as needed. Validation messages help prevent incomplete or invalid delivery setups, especially when email based delivery is selected without a valid email address. ### Related billing workflow updates These delivery preferences support broader invoicing improvements that may be expanded over time. Examples include: - Bulk invoice creation workflows - More automated invoice delivery options - Expanded invoice type configuration At this time, delivery preferences can already be maintained on the customer record and used as part of customer data management. > **Tip** > Updating customer delivery preferences now can help prepare your records for future invoicing workflows and reduce cleanup later. ### Summary Customer Profile Delivery Preferences allow Aclarian users to manage how invoices and receipts are delivered for each customer. These settings are available in the Customer Profile, Customer Import, and Customer Import Template, with consistent validation rules across all three areas. Email based preferences require a valid email address, while international addresses do not require a State or Province value. > **Need help?** > If you have questions about customer delivery preferences, imports, or billing setup, contact the Aclarian Client Support team for assistance. > > - **Email**: [clientsupport@aclarian.com](mailto:clientsupport@aclarian.com) > - Contact your assigned Customer Support liaison - [Billing/AR](https://support.aclarian.com/aclarian-client-support-knowledge-base/billing-ar?hsLang=en-us#main-content) - [Forms](https://support.aclarian.com/aclarian-client-support-knowledge-base/billing-ar?hsLang=en-us#forms) - [Data Management](https://support.aclarian.com/aclarian-client-support-knowledge-base/billing-ar?hsLang=en-us#data-management) - [Budgeting](https://support.aclarian.com/aclarian-client-support-knowledge-base/budgeting?hsLang=en-us#main-content) - [Forms](https://support.aclarian.com/aclarian-client-support-knowledge-base/budgeting?hsLang=en-us#forms) - 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