Generate Portal link from Estimate/Invoice Profile
You are now able to generate a Portal link for your estimates and invoices.
This feature allows you to send Portal links for confirmation and payment not only via email but also via text messages and will be useful for customers who do not use emails.
To generate the Portal link, navigate to the Estimate or Invoice page and click “Estimate portal link” or “Invoice portal link”
When you do so a pop-up window appears telling you that the link has been copied to the clipboard.
In the “Notes” section on the client’s profile, you will also see if the link you sent was opened.
This feature allows you to send Portal links for confirmation and payment not only via email but also via text messages and will be useful for customers who do not use emails.
To generate the Portal link, navigate to the Estimate or Invoice page and click “Estimate portal link” or “Invoice portal link”
When you do so a pop-up window appears telling you that the link has been copied to the clipboard.
In the “Notes” section on the client’s profile, you will also see if the link you sent was opened.
Updated on: 17/04/2023