Using the comment box to add instructional notes and queries to invoices for efficient review processes
Here’s a quick tutorial for using the 'Comment To' feature on the “Invoice Details” page. You can ask invoice-specific questions to direct invoices to users within your company or to Nimbello Support. For example, if you have a question about the invoice number that is being used, you can send a message from the invoice and select who you are commenting to from the drop down.
If you have question on an invoice that you would like to direct to Nimbello Support:
- Type your question into the box labeled “Comment Entry”
- Select “EAAdmin Questions” form the “Comment To” drop-down menu.
- Click “Email\Save Comment”
Doing this will submit a ticket to Nimbello Support and will also add a comment to the 'Notes' section as seen below.
Note:
- Generally Support will respond to you via email, so be sure to check your email for a reply.