Sending Messages

Invoices

• Navigate to the Open Invoice page

• From there, select an invoice or invoices and click the "Send message" button 

or by using the message" icon located on the right-hand side of the invoice 

• The "Message Panel" will open where you can write and attach any files to the message. 

• Count of selected invoices and Total invoiced amount will be displayed

• Once the message has been created hit "Send" 

Messages

Additionally, users can send messages without having to attach an invoice. 

• Navigate to the Communication tab

• On the communication page, select the "Send Message" button

Viewing and replying to the message in SARA Collect

You can view any sent message from the portal in SARA Collect. You view the message two ways.

Customer Message Page

• On the navigation panel, select the Message drop-down

• From there, select the Customer Message

 

 

How to Reply to a Customer Message in the Portal

1. Open the existing activity
   – Go to the customer record and open the activity with the customer’s question.

2. Click “New Activity”
   – This creates a new activity that will become your reply.

3. 

4. Click “Copy Notes & Email”
   – This pulls the customer’s original message into the new activity.

5. 

6. Type your reply in the Notes/Email box
   – Important:
   Delete the previously copied message text so the customer does not see their message repeated back to them.

7. Check “Close Prior Activity” (if applicable)
   – This marks the original customer message as completed.

8. Click “Save”
   – Saving sends your reply to the customer in the Customer Portal.

9. 

 

 

 

On the customer message window, you will see any messages from any customer for all accounts

Account Detail

To view customer messages for a specific account, select a customer and navigate to the "Account Detail" page.

• Scroll down to the "Communication" section

• Here, we can view any messages that were sent from the portal