Vista
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You can use the Accounts Receivable module to set up information for each customer that you do business with.
For more information, select the following links:
Set Default Recipients for MS Invoice Deliveries
Set Default Recipients for Statement Deliveries
Add Default Attachment Types for MS Invoices
About the AR Credit Notes Form
About the AR Statement Delivery Form
About the AR Statement Recipients Form
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Trimble is developing technology, software and services that drive the digital transformation of construction with solutions that span the entire architecture, engineering and construction (AEC) industry. Empowering teams across the construction lifecycle, Trimble's innovative approach improves coordination and collaboration between stakeholders, teams, phases and processes. Trimble's Connected Construction strategy gives users control of their operations with best-in-class solutions and a common data environment. By automating work and transforming workflows, Trimble is enabling construction professionals to improve productivity, quality, transparency, safety, sustainability and deliver each project with confidence. For more information, visit: construction.trimble.com.
