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...
It would be great to be able to attached a document to sales invoice for our reference. Not an attachment when the invoice gets emailed out, but on the transaction screen.
This is great if you could be able to view, delete or download a file that is attached to a transaction. I have normally emailed out our invoices along with their timesheets as attachment so it would be great if you are able to view the attachment side by side when creating an invoice then make a file available as an attachment and automatically shows on the online version of the invoice and, an option to include them as an email attachment each time you send the invoice to a customer and, able to send invoices by batch along with their attachments. At the moment, we are emailing invoices individually to customers as we are unable to attach file when sending through batch email.