Add a Payment Button to Invoices

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.