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
6 years ago
I need to be able to attach .pdf documents to RECEIVE MONEY and a SALES INVOICE.
Please note: We are NOT sending this invoice to a customer.
The customer sends us the invoice with the details, it called "self invoicing"
All we do is create an invoice with a single line in Account Right after we check it's correct
All the detail is on their.pdf document..e don't want to replicate all this info by adding it onto our sale.
We just add one line, the total.
We want the .pdf attached to the sale so anyone looking at it can check the detail.
Same with receive money.
Thanks
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