Overview
Message a vendor directly from the invoice page and keep the whole conversation attached to that invoice. No need to leave ProcureDesk or dig through your email inbox.
Prerequisites
Your admin can enable this by feature by navigation to General Settings → Configurations → Company Settings → General → Enable Vendor Collaboration.
The vendor must have a valid email on file in their supplier profile, otherwise you'll need to enter it manually in the ‘To’ field.
Steps
Go to Pay → Invoices, find the invoice you want to discuss with the vendor, and open it.
Click the envelope icon (Message vendor) at the top right of the invoice page.
Check the To field. It auto-fills with the vendor's email if one is on file for that invoice's supplier; add more recipients if needed.
Write your own message, or click a quick-start template. Each template auto-fills the subject and body with details from that specific invoice, so review before sending.
Attach a file if needed, using the paperclip icon in the compose panel.
Click Send. The message appears as a threaded entry directly on the invoice.
When the vendor replies by email, their reply appears back on the same invoice thread, tagged with a Vendor badge, so you can keep replying without checking your inbox.
FAQ
Q: Do I need to go to my email to see the vendor's reply?
No. Replies come back and thread directly on the invoice.
Q: Can I attach a file to the message?
Yes, there's an attachment (paperclip) icon in the compose panel.
Q: Can I add more recipients to the email I send?
Yes, you can add more recipients in the ‘To’ section.