How do I scan additional files into one invoice file. for example, we have a customer we set up then go and make a invoice. in our business we have to draw a drawing of a system for the health department to turn in and I would like to add the pages of the hand written work to the customer file to keep on hand on the computer versus having multiple sources for information on one job.
You cannot do this yet. But the capability has been promised for the future. Meanwhile, print or save the invoice as a PDF. Then scan the other materials into a PDF and merge the two documents. They will not be saved in Manager, but will be together, and you can store them in a designated folder.
Remember, Manager is an accounting program, not a records management and filing system.
okay thank you.