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...
Would love an in tray in the Sales, to upload payment certificates and attach dockets?
Yes we would to - All our invoices need documentation attached to support invoice - so we have to attach to email to send to client - also for future reference on looking back on invoices we have to manually get the printed copy - time consuming/paper wasting and reporting would be so much better to have in the one system