Direct invoice link disappeared

Support
1

When making an invoice, the box for direct invoice link has disappeared???

How do I get this back on my invoicing page??

Thanks

2

Hi @cfinlayson

Are you looking at the invoice creation screen or the invoice preview screen?

On the invoice preview screen, you should have buttons across the top such as ‘Modify Invoice’ and ‘Send’ - do you see any of these?

3

Yes all the normal buttons are there

4

If i go into send invoice by email, there is the link box- its missing now? Just went back into a sent invoice and its reappeared under the truck icon???

But disappears again if i create a new invoice???

7

Hi @cfinlayson

That would be correct. Until you flag the invoice as sent, the invoice remains as a draft. You’re unable to send a link to a draft invoice as these don’t appear in the clients account.

You would need to at least click ‘flag invoice as send’ before the link is revealed. Sending it by email or snail mail would also reveal the link

8

I’m having exactly the same issue.

Normally when I create a new invoice I save it and then it appears as a draft.

Then I open the draft invoice and click send by email, normally there is a “Directinvoicelink” line that I copy and paste into the email text. This link no longer appears and I can’t send the email without the link because the customer will not be able to login to their account and see it.

Has something changed recently, as it was working fine last week.

Please advise.

Cheers.

9

Yes we have recently changed this behaviour and you will now need to “Mark as Sent” first, refresh and the link will then appear. Or simply email the invoice to the client using the appropriate option.

The reasons we changed this was because draft invoices shouldn’t normally be exposed in the client section. Having draft invoices there created some other issues. Also if you’re issuing an invoice to a client, you will want that to show up on your accounts receivable, sending a link to a draft invoices doesn’t do this.

10

I am trying to send the invoice by email, where I could always copy the link into the body of the message I now can’t- I have to send the mail with out the link- go back in - it reappears then resend with the link pasted in!
Very awkward and wastes time!

1 Like
11

I can certainly make a recommendation to our development team.

Can I ask if you use the email feature built into QuickFile? If you don’t, perhaps we could help get this working you. That would generate the email and link for you and email it to your client too.

12

Yes use the send by e mail feature , that’s where the problem is! Been working fine then suddenly I can’t cut n paste the link into the email anymore as it’s missing!

13

Hi @cfinlayson

Sorry, I meant this feature:

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If you have a contact assigned to your client with an email address, you’ll see this option which will produce an email, complete with link to the invoice for you.

14

Have you removed the token from the email template?

You shouldn’t need to copy and paste the link as the template will have a special token that populates the link for you automatically.

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15

When the DIL appeared I deleted it and put the link in , didn’t know It was put in automatically!
As the link disappeared I assumed it wasn’t working anymore! Hopefully it will be working fine now.

16

This is also happening to me too. Have only noticed it since the outage.

17

Please read further up:

18

Thanks I have been clicking on the send by email button but that has not been working. No link appears yet before it did. I will try the Flag method to see if that works
Thanks for your swift reply

19

Can you let me know what you were doing with the link? Were you copying it from QF and putting it in a separate email? Maybe I can suggest something here.

We did make a change here to only show the link when an invoice was marked as sent, this was done around 21st October, but nothing to do with the outage.

20

I copy the link and send it in a private message through our business page. The client can see it straight away without having to scroll through their emails and it is always handy to click straight on it for both of us

21

Ah I didn’t get back up and running till the 22nd of October. I didn’t know there had been a change

22

The new change requires you to mark as sent, then you can grab the link in the same way.

By marking as sent first it adds the invoice to your receivables total on the dashboard.

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