Start a Conversation
You can use the conversations functionality to clarify certain customer invoice details with any other employee in your company.
To start a conversation:
- Under the Customers menu, go to the Collections workspace.
- Select a customer invoice from the filter list.
- In the input area of the Messages pane, type your message and mention a specific person by typing @[name] as part of the text.
- Click the paper plane icon or press ENTER to send the message.