This is useful if you'd like to email the link to pay the invoice. Additionally, if someone doesn't check their email often, it is easy to send it directly to their mobile device. That way, if someone says they didn't see it, you can offer an alternative to get it in front of them.
Step One: Open the invoice
You can navigate to the billing area of the project and open the invoice.
Select the project
Click on Finances
Click on Billing
Click anywhere on the invoice line you'd like to share with your client
The invoice should be open and look something like this:
Step Two: Copy the URL
With the invoice open:
Click the
...
Click
Preview checkout
Highlight everything in the address bar and copy the entire URL. You can use the keyboard shortcut cmd+c (ctrl+c on PC), right-click it, and select copy with the mouse.
Step Three: Paste the link to pay and send to the client
Paste it as a link for any communication with the client (email, text, Slack, etc.)
If you're using Gmail, the workflow will look like this.
Draft an email to the client and either insert the raw link "https://app.materio.co/invoices/checkout..." or highlight a word, phrase, or sentence and insert the link. Click the hyperlink button along the bottom menu bar.
Next, the Edit Link box will appear. Paste the link copied in Step Two using the keyboard shortcut cmd+v (ctrl+v for PC) or right-click and select paste. Click OK and the text has a hyperlink to the invoice!
Related how-tos:
Have questions? Chat with us from your project dashboard or email us at hello@materio.co.