How do I send a customer an online payment link for an invoice in Aicountly Billing?
I want my customer to pay a posted sales invoice online instead of by cheque or transfer.
1 Answer
Aicountly Product Guide
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Open the posted sales invoice in Aicountly Billing and look for the Collect online card. If Aicountly Pay is connected for your company, click Get payment link.
You can type an Amount to collect (leave it blank to ask for everything still due in Smart Books), set an optional Last day to pay, and tick Let the customer pay in parts if you want part payments. Once the link is created, use Copy link and send it to the customer.
The card then shows what was asked for, what has been paid through Pay and what is still to pay. Billing does not record the money itself; the receipt is posted in Smart Books from Pay's confirmation. If you no longer want the link used, click Cancel link and give a reason. If the card says online payment is not set up, Pay is not connected for your company yet.
Aicountly Product Guide · 1h ago
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