Customers can view, download, and pay invoices through the Customer Portal. To allow full online invoice payments, you must add a payment button to your invoice email template.
Add the “Pay Your Invoice” Button
Step 1: Edit the Invoice Email Template
Navigate to Settings
Select Communication
Click Email/SMS Templates
In the After Job section, open the Send Invoice template
Step 2: Insert the Payment Button
In the Email Editor panel, click the Button icon (pointing hand icon)
Select Pay Your Invoice
This inserts a secure payment link into the email.
Step 3: Preview and Save
Click the Preview tab to review the email layout
Make adjustments if needed
Click Save Changes
Once saved, customers who receive this invoice email will be able to:
View their invoice
Download a copy
Submit payment securely through the Customer Portal