Skip to main content

Time & Billing - Include a 'pay now' button to a hyperlink on an invoice

Updated over 3 weeks ago

Below please find the steps to include the hyperlink within an invoice when emailing an invoice from Time and Billing:

  1. Open Time & Billing and select the relevant client to invoice

  2. Go to Input, click Invoice (WIP). The Prepare an Invoice for [client] screen opens

  3. Complete the various tabs as required.

Note: In the Invoice Summary screen, select the Email Invoice box, and it should populate the client's email address, then click Save.

4. Select the Post + Email tab.

5. The screen with the Invoice Number and Invoice date opens. Click OK.

6. In the Email as PDF Document screen, select the Include hyperlinks box.

Note: It's important to include the full address of the linked site

7. Click Generate to attach the invoice to an email.

Did this answer your question?