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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

 

Receipt Delivery Preference

This field controls how receipts should be delivered to the customer.

Available options:

  • Email Only
  • Physical Copy Only
  • Both

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

 

When email is optional

If the selected preference is Physical Copy Only, an email address is optional.

Important
Validation rules are enforced consistently in:

  • The Customer Profile user interface
  • Customer imports
  • The Customer Import Template


Template Example:

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



Example2: US Address

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.