Invoice Shared

As an administrator, you can enable Invoice Share Link, which allows your customers to pay their invoices without logging into their client area.

• Per Invoice: You can manually enable the share link for individual invoices.
• Auto-Share on Invoice Creation: A setting allows brands to automatically share invoices when they are generated.

How to Share an Invoice Link Individually

1. Log in to your Upmind admin dashboard.
2. Go to Billing → Invoices and select your client's unpaid invoice.

3. In the modal that opens, click Share, then copy and manually send the link to your client.

How to Enable Auto Invoice Sharing

1. Log in to your Upmind admin dashboard.
2. Go to Settings.
3. Navigate to Order Options.
4. Enable Shared Invoice under the Misc section.

Adding Shared Invoice Link to Email Notifications

Upmind has a special hook called "Share Invoice" under the Invoice category. You can create a new template or use an existing invoice generation template to include the code below, allowing customers to click the invoice link and pay without logging in.

You may want to follow the steps below to add the code:

1. Log in to your admin dashboard.
2. Go to Settings.
3. Navigate to Actions.
4. Find the existing "New Invoice PDF Customer Email" template or create a new one by clicking "Add Action" at the top right.
5. Ensure you add the following code to the template:

<a href="//{{ brand.customer_portal_domain }}/invoice/{{ invoice.shared.token }}" target="_blank">{{ invoice.number }}</a>

This will generate a shared invoice link that customers can click directly from their email.

Link expiration days

Admins and staff can generate protected sharing links to share invoices with clients securely.

By default, these links expire after 7 days, ensuring controlled and time-limited access to sensitive billing information. This provides a convenient way to deliver invoices while maintaining security and control over access.

You can access this from Settings > Security > Sharing Links.