Sending a card pay link from a draft invoice now sends the invoice

If you record a card payment on an invoice that is still a draft, Servinix now sends the invoice first and then texts and emails your customer the pay link. The link opens the invoice with its amount and a Pay button.

Before you start

• The customer needs a phone number or email address on file.

Steps

1. Go to Invoices and open a draft invoice.
2. Click Record payment and choose Card.
3. Send the pay link.

Result / verify

• The invoice now shows Sent, with a sent time.
• When your customer opens the link from the text or email, they see the invoice amount and a Pay button.