How do I send instant messages to my customer?
You can send two types of instant messages to your customer: context-free messages which are independent of a transaction document and in-context messages which are attached to a specific transaction document (invoices or purchase orders).
To send a context-free instant message to your customer:
To send an in-context instant message to your customer regarding a specific transaction document:
When your customer replies, you will receive an email notification. You can reply to a message via the email notification or in the Messages tab.
To send an instant message to your customer, they must have the messaging feature turned on. If they do not, you can contact them by the contact information they have provided.
For directions on how to set your messaging notification preferences, please see here.
Please note that the messaging functionality is only available to Enterprise users. To use this functionality, Standard account users will have to upgrade their account.