I need to provide some documentation with an invoice that I need to void and it would be a great feature to be able to add a PDF file to provide some information on such. So, storing a few documents with a customer would be my feature request.
Agreed, it would be great if there was an option to upload documents that the customer could access, such as signed contracts.
"Store a file" (suggested by Neil Schneider on 2019-11-15), including upvotes (2) and comments (1), was merged into this suggestion.
Also agree with feature on the customer profile level to upload a documents, such as a signed contract, and other files related to the client. We review the clients contract regularly, and this would save time to have access to this document and others related to the client.
0 / 1,000
* Your name will be publicly visible
* Your email will be visible only to moderators
This feedback board is powered by Feature Upvote.
When submitting your email with a suggestion or comment, Feature Upvote uses your email to
Your email is never displayed to other users. Invoiced staff will be able to see your email address.
We’ll email you when the status of the suggestion changes. You can unsubscribe at any time with a single click.
* Comments and upvotes from this suggestion will be moved to another suggestion.
Edit the selected suggestion and create a new one.
Comments and upvotes will also be moved.