For many larger companies, universities and government entities using our platform, the team responsible for handling payments is different to the team accessing the platform.
As such, our system offers the ability to send an invoice payment link to another team member for payment, without them needing access to the platform to do so.
- Log into your account and open the Account area (⚙️ icon, at top right).
- Select History from the sidebar.
- Select the Invoices sub-tab.
- Highlight the relevant unpaid invoice and select Send Payment Link from the Actions dropdown.
- Enter the email address & name of the person you wish to send the payment link to. You can also (optionally) enter a message to explain what it's for, or why you're sending it.
- Click . The recipient you entered will now receive a link to pay for the invoice online, via credit card. Once paid, the payment will be automatically applied to the account.