thread Re: Can a invoice link be added to a document? in Archived Discussions (Read Only)

Can a invoice link be added to a document?

Chairston — Mon, 24 Dec 2018 16:20:16 GMT

I plan on using Helloworks to create and send a document that would allow the client to review tax return, select payment option, and sign the document. I would like to add a link to the client invoice where they can be sent to the square invoice to make a payment if they decided to pay out of pocket. I would like to send everything at once instead of sending several emails. Would this be possible?

Re: Can a invoice link be added to a document?

ryanwanner — Mon, 24 Dec 2018 19:36:21 GMT

Yes, a link is available.

When you're in the Invoices screen on the dashboard, open the invoice. In the lower right of the screen is a share option. You’ll get a url you can copy and paste into your Helloworks program.

As as far as I can tell there isn’t a way to automate this process.