Method 1: Add Comments from Invoice Inbox

Step 1: Open the Comment Window

Click the Chat icon under the Chat column for the required invoice.

This opens the comments panel, allowing you to communicate with team members, share updates, request corrections, and maintain a complete discussion history for the invoice.

Step 2: Submit Your Comment

Enter your comment and click Submit.

Your comment is securely saved with the invoice, making it accessible to authorized users for review, collaboration, and tracking throughout the invoice processing and approval workflow.

Method 2: Add Comments While Editing an Invoice

Step 1: Open the Invoice

Click the required Invoice Number to open the invoice for editing.

This enables you to review invoice details while collaborating with your team through the integrated comment feature.

Step 2: Open the Chat Panel

Click the Chat icon within the invoice screen to access the comments section.

The built-in chat keeps all invoice-related communication in one place, making collaboration more organized and efficient.

Step 3: Add and Submit Comments

Enter your comment and click Submit to save it.

Comments become part of the invoice history, providing a centralized record of discussions, review notes, approval updates, and internal communication for future reference.

How to add comments to invoice?

Frequently Asked Questions