Hi Greg, You can filter the invoices when you are on the billing and invoices section underneath the Sales tab. You will see a drop-down to filter paid, overdue, due, and other options on the right...
It sounds like it's an either or between Thryv Leads Chat or Webchat. Is that correct? Also, does the client get the full chat transcript with the Thryv Leads Chat or just the form fill?
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