Hi I want to add a link to our "B2B payment site" in our Invoice Emails.
Is this possible?
e.g.
To pay after hours – click here
Hi @DJB
Yes, you can do so in the custom form for the invoice under Setup>>Customised Forms.
In order to achieve this, you will add a text box and in your text, add in the full link address to that relevant page. For example www.myob.com.au
So in your case if you wanted to have a link to your B2B payment site, you would need to have a text box that shows something similar to the following: "To make the payment go to <insert full link to website>" When this is sent to the email recipient it will appear as a hyper link for them to click on.For more information into how to add a text box to a customise form please see Help Article: Personalising forms.
Let us know if you have additional questions on this.
thats so helpful Komal and I've put it into my customed invoice.
It doesn't show up as a hyperlink though when I email the invoice to myself.
However, when you click on the website address it does take you there but looks a
bit strange.
I've attached the sample.
Wow thanks for that!
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