PET's avatar
PET
Cover User
10 years ago
Status:
Open

Sales: In Tray - attach documents

 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 compliance and design pdfs with the installation sale record, so that over time we when we re-visit the sale record we can find all of that in one place. 

 

'In tray for Sales?"

287 Comments

  • Automotive Invoicing. Sometimes I need to bring up info relating to the job I am invoicing, for instance a photo or a waveform or a file saved from my scan tool . It would be great to have a link embedded in the invoice to bring up the data when revisiting the invoice.