Adding view quote, accept quote and pay invoice online to emails

You can add view quote, accept quote and pay invoice online to a customer message. This makes these options available to your customers.

Customer messages

Adding view quote, accept quote and pay invoice online to emails: screenshot 1


Go to customer messages. Click on the customer message you want to adjust. Then select a language and hover your cursor over the preview. Then click edit.

Adding view quote, accept quote and pay invoice online to emails: screenshot 2


When it opens, click on 'blocks' on the right-hand side of the screen. A row of buttons will appear here. The options view quote, view and approve quote, and pay invoice online are options you can drag into the email.

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