Where to find it
Incoming invoice detail page → Chat card
✅ Common tasks
Post a comment
Open the invoice and click the comment box in the Chat card
Type your comment
Press Enter to send, or Shift+Enter for a new line
Use the send button if you'd rather not use Enter
If sending fails, your draft stays in the box so you can just retry.
Mention a teammate, team or approvers
Type @ in the comment box to open suggestions
Type a name to find a person, or pick a team
Select @approvers under Broadcast to notify current approvers
Send the comment to notify everyone mentioned
@approvers only shows up while the invoice has active approval requests.
Keep a comment private
Type # in the comment box to open Commands
Choose #private to limit it to you, owners and admins
Or choose #accountant to also include accountants with access
Write your comment and send it
You can only use one restriction (#private or #accountant) per comment, not both.