I have seen the in tray for purchases and ask if there are any plans to add an in tray to the sales invoice side. It would be very helpful to us as a solar installation company to store all complian...
Sales: In Tray - attach documents
Noughts
7 years agoCover User
Hi
It would be really great in this digital age that when creating a sale with reimbursable item/s in that the original supplier invoice, assuming it has been attached to the purchase in the "In Tray", could be attached to the outgoing sales invoice to the customer using the job numbers feature.
I have a client who uses job numbers for purchases and sales and this would be a great feature to save having to manually collate all relevant purchase invoices for a sale so that the customer can review etc.
Related Content
- 3 years ago
- 4 years ago
- 4 years ago