This article will outline the process for sending your customers an Invoice Link.
To send your customer an Invoice Link, go to our new invoice view and click the blue Send Invoice Link button from the Action Menu on the right-hand side of the page:
In the 'Invoice Link' dialog that appears, you can
- Choose whether to show or hide invoice comments (via the switch on the left-hand side)
- Preview the Invoice Link
- Send the Invoice Link to any location or customer contact for this invoice (or create a new contact)
When you click 'Send', your customer will receive an email inviting them to review your invoice online. For end-customers that need to receive a "hard copy" of their invoice, a PDF version of the invoice is also included as an attachment to the email. An example of the email the customer receives is pictured below:
When your end-customer clicks the 'View Invoice Details' button, the Invoice Link page will open in a web browser.
As with Service Links and quotes, whenever customers view an Invoice Link, that action is recorded in the invoice's history.
IMPORTANT: Unlike ServiceTrade's previous 'Send by Email' feature, Invoice Link emails are NOT carbon copied (cc'ed) to the sender. To see the content of an Invoice Link email that was sent to a customer, click the appropriate entry in the invoice's history.
To search for invoices that have been sent (or not sent) to your customers via Invoice Link, simply use the 'Sent' search option on the invoice list.