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
Experienced 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!
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