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
JS18
7 years agoCover User
Would like an In tray for sales similar to the In tray for purchases.
This way I can attach customer purchase orders or quote emails to the sales Order/Invoice or Quote. This would save me having to keep a manual file for attachments to sale invoices.
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