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:

  1. Under the Customers menu, go to the Collections workspace.
  2. Select a customer invoice from the filter list.
  3. In the input area of the Messages pane, type your message and mention a specific person by typing @[name] as part of the text.
  4. Click the paper plane icon or press ENTER to send the message.