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Admin Portal: Pay by SMS and Pay by Email Link

This article outlines how to send a Payment link via SMS or Email to a customer from the Admin Portal to assist in payment collection. 

What’s New

Admin can:

  • Send a "Pay by SMS" link or "Pay by Email" link directly to a Customer from the Admin Portal to collect a payment. The link allows the Customer to pay directly without logging into their Customer Portal. 

How It Works

  1. Locate the Invoice you'd like to generate a link for. You can do this within the Customer Profile under the Invoices tab or via the Job itself. 

  2. Select Invoice Actions, then select Send Pay Link. 
  3. A pop-up will present itself allowing you to toggle between a SMS link or Email link. For whichever item you choose, the primary email address or primary phone number is auto-populated in the screen.  


    1. You have the ability to send the link to the default number or change the number to send the link elsewhere. (Note: If you add a new number not currently on the profile, it will save the number as an Additional Phone at the top of the Customer Profile. 
    2. Select Send when ready to have the link sent. You'll see a confirmation at the top of your screen when it is sent. 
  4. The customer will receive a text message advising the Client name, Invoice #, and balance amount. It will them prompt the user to "Pay Securely" and will provide a magic link to pay. 
  5. The link will open up the invoice view with the ability to pay directly from the link. Here is a visual example below.