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...
I would like to be able to attach a document to a sale, the same way you can attach a document to a purchase. I believe this feature would be beneficial to everyone wanting to keep records.
This is a fantastic suggestion Hayley,
As a transport company we're required to send the corresponding consignment note/s or other supporting documents with all our invoices but to do this we have to generate the Invoice in MYOB then email it to ourselves so we can attach whatever else we need ... and then send the email to the client from outlook. Creating a lot of extra steps just to send an Invoice.
In saying that, using outlook is actually prefered in those cases where we've been requested to resend "missing/lost/misplaced" invoices because we forward them on in their original email trail.