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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?
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1 REPLY 1
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.
Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA
Super Seller: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.
Happy Selling!
Golden Pine Coffee Roasters
Colorado Springs, CO, USA
Super Seller: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.
Happy Selling!
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