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Handle conversations, payment promises, and changing balances.
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Handle a reply and resume follow-up
Review the conversation, record the next step, and avoid sending an old held message.
Replies & payments · Both workspaces · 1 min readTrack a payment promise
Record an agreed amount and date without changing the invoice balance.
Replies & payments · Both workspaces · 1 min readRecord payments and credits in the right place
Keep cash received, balance adjustments, and accounting ownership distinct.
Replies & payments · Both workspaces · 1 min readRead balances and collection reports
Understand outstanding invoices, recorded cash, and separate currencies.
Replies & payments · Both workspaces · 1 min readStill need a hand?
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