How to Send an Invoice to Your Customer with a Payment Link
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.
- 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.
- Click 'Send Invoice' which is located in the bottom left corner of the invoice.
- 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.
- 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'. - 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.
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