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
WhitmanHolmes
5 years agoExperienced Cover User
We need to attach release forms to each of the invoices submitted to our customers. It would be super awesome if this option was made avaialable so we don't have to store 50 boxes with 7 years worth of paperwork as per our industry requirements.
- 5 years ago
Great suggestion.
We have the same need. Currently we have to email the document separately which is such a pain, and don't get me started on the never ending wall of boxes containing all these documents!
- MBLegADL5 years agoExperienced Cover User
HOpefully in about ten years they might consider this one.
Emailing receipts was first flagged in 2013 with the idea exchange saying it was in development.
seven years later...............
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