Can I have my customer pay for an invoice directly, without going through the portal?
Yes. You can send a direct payment URL using the Share Invoice Link option. Here’s how:
Note: You can only share invoices that are not in Draft status.
- Go to the Invoices module on the left sidebar.
- Select the invoice for which you want to share a direct payment URL.
- Click the More dropdown in the top-right corner.
- Select Share Invoice Link.
- Keep the Visibility as Public.
- Choose an expiration date for the URL.
- Click Generate Link.
- Click Copy Link to copy the URL to your clipboard.
You can share this link with your customer and they would be able to pay without going through the portal.