v2.8
What's new in v2.8
Invoice emails can carry files you pick. Customer links match your template preview. When someone accepts a quote from the email link, the teammate who sent that quote gets a heads-up to continue in JobSheet.
Also in this release (fixes): customer Download PDF on the public invoice page no longer hits an invalid link; Pay now works from the page button (not only from the email); re-sent customer links stay valid when you copy the link again; public invoice layout matches your template more closely on screen.
New in this update
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Attach files to invoice emails
Tick up to five Site files on the linked job or customer when you email an invoice. No file IDs to paste.
Attach files to invoice email → -
Email when a customer accepts your quote
After you email a quote, JobSheet tells the person who sent it when the customer accepts online, with a link to confirm and create the job sheet.
Customer accepts a quote online → -
Customer invoice page matches Templates
The customer link uses the same Classic, Detailed, or Branded layout as Workspace → Templates, with line items and Pay now when card pay is on.
Share a customer link → -
Card pay link status
Sent invoices show Active on customer link when Stripe Connect is ready.
Accept card payments →