Log a customer phone call about an Invoice

Steps to Log a Call about an Invoice

Related Help Guide Pages

• Invoices Overview

When a customer calls to discuss an Invoice, you want to be able to record key details from the conversation so that all relevant team members have access to the information. This ensures transparency, keeps everyone informed, and helps maintain a clear record of any questions, concerns, or agreements made during the call. Having this information readily available improves communication, streamlines follow-ups, and enhances your overall customer service.

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Follow this page to learn the steps for logging a call against an Invoice

How to find an Invoice and Log a call against it

Locate and log a call for an Invoice

This step will guide you through locating and logging your call against an Invoice

1. From the Main Navigation Menu, select ‘Finances’ and then select ‘Invoices’

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2. This will open the Invoices DataGrid

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3. Use the available DataGrid filters and/or the search to find the Invoice the PO Number needs updating on

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4. Right-click on the Invoice and select the 'Communications - add' option from the context menu

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5. This will open the ‘Communication’ pop up window

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6. Completed the relevant information for the call

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7. Press the 'Save & Close' button to save your changes

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8. To view your communication, right-click on the Invoice and select ‘Communications’ from the context menu

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9. This will open the Communications DataGrid for that Invoice and all relevant Communications will be shown

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