Add a Payment Button to Invoices

How to enable a payment button on invoices


Last Update منذ ٩ أشهر

When managing your invoice settings, its possible to enable a payment button to display in the header region on your invoices.

To enable the payment button:

  • Go To > Top User Menu > Settings >
  • " Invoices and tick "Display a Pay Online button on invoices"
  • Save Configuration

When the payment button is enabled, it creates a link to your client portal. When a client views their invoice, they can click this button and be taken back to their client portal to make a payment.

Note: When using this feature, make sure you have the payment block enabled on your client portal settings.

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