Adding a hyperlink to my payment page in the Notes section

CCNgCCNg Member Posts: 6

Hi,

When I send my invoice to a customer, I want to include the hyperlink to the payment page in the Notes section. I want to make it an active link so that the customer can click straight from the link in the invoice (and not have to copy and paste the link into a browser). Is this possible?

Comments

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi @CCNg.

    It isn't currently possible to do so by going through the memo or the footer section of your invoice but there is a workaround. When you send an invoice, you have the option to send a custom message. You can put working hyperlinks in this field.

    This link will appear in the email your client receives, rather than on the invoice itself, but it will be a working link.

    Let me know if it helps!

  • CCNgCCNg Member Posts: 6

    Oh, great!. Thanks a lot for that.

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Happy to help, @CCNg!

  • Kevin619Kevin619 Member Posts: 7

    Found this after trying to do the same thing. Unable to create a hyperlink in the message section. Any advise? Thanks

  • ConnorMConnorM Member, Administrator Posts: 180 admin

    Hey @Kevin619! Have you checked in with your customer after sending them that message through the invoice? You won't see it as a hyperlink, but they should be able to see and click that link.

    @Alexia said:
    ....This link will appear in the email your client receives, rather than on the invoice itself, but it will be a working link.

  • Kevin619Kevin619 Member Posts: 7
    I sent an invoice to myself and the web url in the message isnt clickable. What could I be doing wrong?
  • ConnorMConnorM Member, Administrator Posts: 180 admin

    Hmmm, strange, @Kevin619, can you send me a screenshot of what that looks like? If you're adding the URL to the invoice itself (either in the Notes or the Footer), it's not going to work. If you're putting it in the 'Message' portion of the 'Send invoice' step of the invoice page, you'll need to make sure that you have the full link in there (including the www.)

  • Kevin619Kevin619 Member Posts: 7
  • AlexLAlexL Administrator Posts: 1,023 admin

    Hey @Kevin619 . Just tested this out. Looks like the hyperlink requires the https at the beginning of the url. You'd want to make it https://www.cabrillomarineservices.com/reports which should function for you.

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