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Would love an in tray in the Sales, to upload payment certificates and attach dockets?
MYOB after many years with people asking for an intray in Sales we still do not have one. It would be grateful if you can finally include this idea. I currently need an Intray for our tax invoices under Sales. With 100% of our clientele such as real estates and retirement villages, commercial properties we need purchase orders from them with our excepted quote to proceed to go ahead and do the jobs. When an job has been done I have to email an invoice to the client and print out a paper copy for our records with the purchase order attached to the tax invoice. These paper copies then get filed into the filing cabinet. I have tried to download our tax invoices individually and use Adobe to attach the purchase orders and save them so they can be just one document. This work however it is not possible to do it with all our tax invoices as it is very time consuming. So in 2020 I am still filing the same way I have done since the eighties.I would be grateful to anyone who can find a way to simplify our debtors or MYOB finally allows attachments in each tax invoice. Thanks.
Extend this to include Rental invoices, or just have the ability to add the rental invoices to Receive Money or Sales Invoices
Yes we would to - All our invoices need documentation attached to support invoice - so we have to attach to email to send to client - also for future reference on looking back on invoices we have to manually get the printed copy - time consuming/paper wasting and reporting would be so much better to have in the one system
It would be good to have this feature in Sales - since it is already in Purchases, it should be in sales, too!
Yep i have so many clients with sales invoices generated from the compnay they sub contract to eg aborist and also farmers i attach the livestock sales to purchases at the monet with the commison expense but the poor sales need the info attached for it to be easier for the accountant !!
Great idea, don't know why it wasn't implemented in the first place.
Transport businesses need to attach three documents to sales invoice emails. They want to be able to drag and drop into attachments
To have an intray for debtors would be very helpful as well
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