This Help Article covers:
General/Overview:
To use Digital Invoices, the [View Invoice] Portal button needs to be inserted into the Sales Email text to give the Customer access to the Digital Invoice Portal. I.E. Other than inserting the Portal button, there is no action needed to Turn this feature "On".
Inserting the [View Invoice] Portal button is done at the Sales Email Template(s).
When using Digital Invoices, the sent email, along with the Invoice PDF Attachment also displays the [View Invoice] Portal button that the Customer can click on to view an electronic version of the Invoice.
From the digital version of the Invoice, the Customer from the Payment Side Menu can indicate they have made payment by Pressing the [Mark as Paid] button.
To Add the [View Invoice] portal button to Sales emails
Quick Flow:
Company Settings Side Menu
Correspondence Top Tab
Email Settings Expandable Section
Sales Templates Tab
Open Template
Insert field Icon > "Invoice Portal Button"
1. From the Side Menu, Press Company Settings, then Press the Correspondence Top Tab to display the Email Settings Expandable Section
3. From the Email Settings Expandable Section, Select Sale Templates Tab to display the Invoice Email Templates, then Press a Template to open
4. From the open Template, select a place to insert the button, then Press the Insert field Icon and select the option “Invoice Portal Button"
💡 TIP: Along with the "Invoice Portal Button", you can also add an "Invoice Portal Link" and/or "Invoice Portal Link URL".
What the Customer sees
When the Customer receives the email, it will display the [View Invoice] Portal button, which when pressed by the Customer will launch a browser window with the Invoice Portal's Side Menu's "Summary" page displaying the electronic Invoice
From the Invoice Portal, the Customer can Press on the Side Menu's "Payment" option to display the Payment Details page and [Mark as Paid] the Invoice when Payment has been made
The Customer will then receive an email confirming that they have Marked the Invoice as Paid
What you see
If you are the Invoice Sender, you will receive a notification that the Invoice has been [Marked as Paid] indicating it has been paid
The Feeds of the Invoice will also display that the Invoice was indicated as Paid
To Send a Digital Invoice
Sending a Digital Invoice is done as you would normally send an Invoice, via email, the Email's body text displaying the [View Invoice] Portal button
The Invoice's "Feeds" Panel will display that the Invoice was emailed, and that the email contained the portal link
