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.
Totally agree. We are in the truck repair business and regularly have to send photos to support our quotes. We add these in as attachments when sending from the system however the only way to find them again is via the email chain (assuming we've sent the email to ourselves).