This is my first shout-out for help. I have been using v4 for over a year and I have just migrated to v5. So far so good… Many thanks to all of the folks out there that have made the self-hosted version available. I have opted to go to White Label to show my thanks!!!
So here we go…
I have created a test customer (which was brought over from v4) If I send them an invoice they receive the email with no problem. I have opted also to attach the invoice as a PDF to the invoice notification.
When the client gets the email the attachment is there. Good.
There is a link in the email that says ‘View Invoice’
When the client clicks this they are sent to the Client Portal. Good. But not for me. I don’t want this…
Is there a way that the client can go straight to viewing the invoice without a Client portal account.?
I see that on the invoice creation there is a link that can be copied and it does just that, but when I send the invoice notification I’d like the ‘View Invoice’ to show the invoice rather than the client login.
Some of my clients are one-time wonders and all they need is the link to go straight to invoice.
Many thanks all and keep up the good work