I would like to know if there is a way to adjust the template for assigning new customers

Previous ContributorPrevious Contributor
Former Community Member

I would like to know if there is a way to adjust the template for assigning new customers so that I don't have to uncheck notifications to email every time and then go to the billing screen to then check the box to send invoice by email. I want this to be automatic. Screenshot 2021-07-06 150017

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Previous Contributor
Former Community Member

ask your success manager if they can set a default