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
greenpark
10 years agoCover User
1st I would like to say I absolutley love the new "In Tray" in Purchases. Great work.
I would love to see the same happen in Sales. With every Invoice I create I have to attach a signed consignment note prior to emailing as my clients won't pay me without a signed copy showing delivery accepted. Currently I send all Invoices to my email address,scan every signed docket then collate them and re sending to client. This is a long loborious task. Since using the In Tray in Purchases, I can see exactly the same working in Sales. This would also save a lot of time if a client phones about an Invoice, I have all the details including scanned signature under Sales.
For me, the sooner the better.
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