Invoices Contact a Customer

Schedule a call

Schedule a call

Contact a customer

How to view customers’ contact details?

Office staff may need to contact a customer regarding an invoice. The system makes communication with customers quick and easy. To do this:
  1. Go to the “Invoices”, select the desired invoice
  2. At the top right of the page, click on the “Actions” button
  3. Select “Email Invoice”
  4. Choose a canned response or type an email
  5. Press Send.

Alternatively,

  1. Go to “Invoices”.
  2. Select the type of invoice or click “All Invoices”.
  3. On the invoices list, hover over the customer name and click one of the contact icons.

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