Sales Order's To Be Emailed is unchecked > Make Copy > New Sales Order’s To Be Emailed is checked

Scenario

When the user navigate to the Sales Order > Communication Tab > To Be E-Mailed checkbox is not checked. The user creates copy of the Sales Order (hover over Actions > Make Copy). New Sales Order has the checkbox To Be E-Mailed checked.

Solution

The Preference Send Transactions Via Email under the Customer record (if checked) will supersede the default To Be E-mailed checkbox.

To verify:

1. Navigate to List > Customers > List of Customers > Select the Customer.
2. On the Preferences tab, Send Transactions Via Email is checked.
3. This setting will affect all transactions including Sales Order, Invoices, Cash Sale, etc.

If users does not want theTo Be E-mailed to be defaulted to checked, on the Preferences tab, Send Transactions Via Email should not be checked.