Start a Conversation

You can use the conversations functionality to correspond with other employees in your company about a specific draft invoice.

To start a conversation:

  1. Under the Jobs menu section, go to the Draft Invoices workspace.
  2. Select a job 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.
Parent Topic: Draft Invoices Procedures