Access invoices directly through link?

Hosted • invoicing.co | v5
1

Hi there!

On V4, we used to send the Client Portal link for the quote or invoice to the customer, they’d click on it, review it, then approve/pay it.

On V5, it seems to be enforced that the customer needs to register an account first?
Can that be disabled? I’d like to retain the original capability.

2

Your impression is incorrect. I’m on v5, have disabled the client portal, and still can use $view_button in mail templates. Works as expected.

3

My impression? Well, that’s a lovely way to put it.

But incidentally, deactivating the client portal did the trick. So, thanks, I guess?

4

Hi @markus

v5 works like v4, you can forward a magic link which will log the user in and display the invoice.

The magic link can be found in the UI under the contact tab of the invoice.

5

Is there an API call to get this link ?
Thank you

6

The link is buried in the invitations array of the invoice ie:

curl -X GET 'http://ninja.test:8000/api/v1/invoices/1YQdJ2dOGp' \
-H "X-API-TOKEN:company-token-test" \
-H "X-Requested-With: XMLHttpRequest";

in the response will be a block like this:

"invitations": [
                {
                    "id": "qM7e5Ba2vp",
                    "client_contact_id": "Wpmbk5ezJn",
                    "key": "qQxliE3c0DUZaoZOJvCUBFwfgYRbZeNw",
                    "link": "http:\/\/ninja.test:8000\/client\/invoice\/qQxliE3c0DUZaoZOJvCUBFwfgYRbZeNw",
                    "sent_date": "2023-04-11 22:53:13",
                    "viewed_date": "",
                    "opened_date": "",
                    "updated_at": 1681253593,
                    "archived_at": 0,
                    "created_at": 1681253593,
                    "email_status": "",
                    "email_error": ""
                },

This invitation link is the dedicated link for the contact, this will take the user directly to the invoice.