Sending an invoice by email from the system - do we add the link manually?

Support
1

Hi there,

When sending an invoice via e-mail from the system, do we need to add the URL to the invoice to the email?

I sent an invoice to a client and cc’d me in and - at least in my e-mail - I see that the URL is not added to the e-mail by default.

If somebody can confirm this so I don’t end up pasting URLs and confusing clients with 2 links that will be great.

Thanks!
Jose

2

Hi Joe,

You don’t need to manually add this link, there should be a token on your email that will ensure this gets populated.

@DirectInvoiceLink@

Usage:

Is that token on your email template? I’ve known users in the past to delete this, but it is needed in order to generate the direct link.

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3

Hi Glen!

I must have deleted the token when I first played around with this (3 or 4 years ago!)

Got it from here - many thanks and have a good weekend!
Jose

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4

Hi Glen,

I take it there should be a similar token in the estimate template:

Would that token be: @DirectEstimateLink@ ?

Regards
Jose

5

Hi @josegonzalezltd

Under the text box in your screenshot, you have a drop down menu and a button “Insert Token”. This will list all of the possible tokens you can include in your email.

But you’re quite right - it is @DirectEstimateLink@

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6

Yep, that’s the one, have a nice weekend!

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7

Cheers chaps!

All the best
Jose

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