Invoices Contact a Customer

Contact a customer

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 invoice
  2. At the top right of the page, click Email
  3. Select Send Email
  4. Choose a canned response or type an email
  5. Press Send

  1. Go to Invoices
  2. Select the type of invoice or click All Invoices
  3. On the invoice overview, click one of the contact icons beside the customer name
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