Override Default Invoice Recipients by MS Quote

You can override the default invoice recipients defined for a customer.

You will only need to use this form if the default invoice recipients you defined for a customer differ for invoices associated with quotes for the selected customer.
  1. From the Vista main menu, select Material Sales > Programs > MS Quotes.
  2. In MS Quotes, select the Invoice tab and click Default Recipients.
    The MS Default Invoice Recipients form appears.
  3. In the Seq field, enter +, N, or New for the next sequential number.
  4. In the Delivery Method field, select either E-Email or P-Print for invoice delivery method.
  5. In the Name field, enter the name of the invoice recipient.
  6. In the Email field, enter the recipient's email address.

    Entry in this field is required if delivery method is E-Email.

  7. Use the address fields to enter the recipient's mailing address.

    Entry in these fields is required if the delivery method is P-Print.

  8. Save the record
All listed default recipients hereafter receive all invoice(s) generated from MS Invoice Deliver.