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
Marjorie61
4 years agoPartner
Yes, being able to attach information to a sales would be great. For property developers this would be useful to attach a property sales contract to the transaction.
In the meantime, a way around attaching paperwork to a sales is to raise a purchase credit.
For example, attach a commission or rebate invoice added to your In Tray and create a new bill, code it to an income account, and ensure you add a minus sign before the amount and enter. To pay it off go to returns/debits in the purchase register and click on receive refund. This will match the deposit on your bank feed.
Mary Havellas
Havellco Bookkeeping
MYOB Gold Partner
BAS Agent
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