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...
We would use a Sales In tray to attach scanned quote workings, floorplans, etc to the specific sale, instead of keeping paper copies on file forever.
Yes, you can save to the customer card, but when you do multiple transactions each month with the same customer, it makes much more sense to connect to the sale transaction.