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RLS0095's avatar
RLS0095
Member
5 months ago
Solved

Online payments-view customer invoice in email

Our business has been verified. When we email an invoice which has payment terms of 7 days or 30 days, the customer gets confused when he wants to print a pdf invoice and the email says "Pay securely". The customer has to select "Pay securely" in order for him to get to the next screen where he can select "View full invoice".

It would make more sense if the email shows "View full invoice"  and "Pay securely".  That way the customer has a choice and it is less confusing for a customer that does not want to pay an invoice, only print it.

  • Hi RLS0095.

     

    Having “Pay securely” as the default can be a bit confusing for folks just wanting to print the invoice, not pay it straight away. Clicking “Pay securely” is still how you access the full invoice view. Love the suggestion about showing “View full invoice” upfront! The best way to get this on the team's radar is to pop your idea onto our Ideas Board so it can be considered for future updates. Thanks for sharing your feedback!

     

     

    Cheers,

    Shella

1 Reply

  • Shella_A's avatar
    Shella_A
    MYOB Moderator
    5 months ago

    Hi RLS0095.

     

    Having “Pay securely” as the default can be a bit confusing for folks just wanting to print the invoice, not pay it straight away. Clicking “Pay securely” is still how you access the full invoice view. Love the suggestion about showing “View full invoice” upfront! The best way to get this on the team's radar is to pop your idea onto our Ideas Board so it can be considered for future updates. Thanks for sharing your feedback!

     

     

    Cheers,

    Shella