How to Send an Invoice to Your Customer with a Payment Link

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.

  1. 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.

    - 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. 



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