Customer Invoicing Procedures
This section describes the steps you need to follow to work with customer invoicing.
- Related Topics:
- Attach Documents to a Draft Invoice
Use these steps to attach documents to a draft invoice. - View a Document
You can view any document listed in the Documents sub-tab. - Start a Conversation
You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company. - Reply to a Conversation
Use the speech bubble icon in the top right corner of the menu to quickly view and respond to conversations.
Parent Topic: Customer Invoicing