We were throwing around Ideas that could simplify the invoicing, payment, client portal process. Is it possible to include an additional link in the body of the email that gets sent to clients when their invoices are sent to them. Is it possible to include a link to “create a client portal account” to add to our email so each client who does not have an account doesn’t have to call or email our office to then have a separate email sent to them to create their account? Or like I saw in another topic someone suggested a qr code a client can scan to create a client portal account. Essentially, I would like to be able to have a client who already has an account to have a link that directs them to the portal to pay and then for all clients who do not have an account to have a link that directs them to create a portal account. Is this already a possibility or is this a wish list item?
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Can’t agree more. We really wish the client portal invitation link can be built as a token or somehow built into the invoicing email template.
- client portal invitation link to be added in invoicing email template as a token.
- client portal invitation link to be built in the invoice layout to be able to print out.
That will streamline the payment process.
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