How to Invite Your Customers to Use Spenda

How to Invite Your Customers to Use Spenda

There are two ways you can invite a customer to your Spenda portal. This can be done by either sending your customer a unique link to register an account with Spenda to view their invoices. Alternatively, you can invite them to pay or view their invoices through Spenda by sending them a unique and secure payment link.



Sending an invite via a website link:

This can be found in your Spenda account, under your business details.
  1. You can access your Synk’d account by visiting new.synkd.net.
  2. Enter your email address and password to login.



  3. Click the circular profile icon in the top right corner and select ‘Business Details’.





  4. Copy the unique invitation link to the Spenda portal that can be found at the bottom of the page under 'Generate URL for Marketplace Buyer'.



  5. You can provide this link to your customer and ask them to run through the registration process.



Sending an invite by link:

Pay Invoice by Link is a secure payment method that allows your customers to view and pay their invoices quickly and easily, and removes the need for them to share sensitive payment information with a third party. 

Make it easy for customers to pay you on time by sending them a unique and secure payment link where they can make payment at any time, from anywhere. This also serves as a useful payment reminder functionality that enables unpaid or due soon reminders to be sent to your customer in one easy click.

  1. On the main Spenda dashboard, select the invoice you would like to send over to your customer. To know more about how to search for a specific customer invoice, refer to this article.



  2. Click 'Send Invoice' which is located in the bottom left corner of the invoice.


  3. Select the contact you would like to send the invoice to. If you wish to change the primary contact or add a new contact, you can do so at this stage.
    Note -
    - To change the primary contact, select the contact name if it already exists in the user list. A new window opens with the contact information. Toggle 'Make primary contact' and click 'Save'.
    - To add a new contact, click 'Add a new contact', and enter the contact’s first and last name, email address and role in the organisation. Once this is done, click Save'.

  4. Click the 'Send Invoice by Link' button. This will trigger an email to the primary contact probing them to view their invoice and pay online.