11 months ago
Invoice External URL
Sharing Invoices via External URL in Zuriey POS
The External URL feature in Zuriey POS allows you to share invoices with customers through a simple link. This enables customers to view and print their invoices without needing to log into the system. Below is a guide on how to utilize this feature effectively.
Steps to Use Invoice External URL
- Generate the Invoice:
- Create and finalize the invoice as usual in Zuriey POS.
- Obtain the External URL:
- Once the invoice is generated, an external URL will be created automatically. This URL can be found in the invoice details or summary.
- Share the Link with Customers:
- You can share this link directly with customers, allowing them to access their invoice easily.
Sending the URL via Email/SMS Notifications
To enhance communication, you can include the invoice external URL in your email or SMS notifications:
- Access Notification Templates:
- Go to Settings -> Notification Templates in your Zuriey POS system.
- Edit the Relevant Template:
- Select the notification template you wish to modify (e.g., invoice sent notification).
- Add the URL Tag:
- Insert the URL tag where you want the external link to appear in the notification. This tag will dynamically generate the invoice link for each customer.
- Save Changes:
- After adding the URL tag, save your changes to the notification template.
Benefits of Using Invoice External URLs
- Convenience for Customers: Customers can view and print their invoices without logging into any system, making it easier for them to manage their purchases.
- Improved Communication: Including the invoice link in emails or SMS notifications keeps customers informed and enhances their experience.
- Streamlined Processes: Reduces the need for manual follow-ups regarding invoice delivery, as customers can access their invoices directly through the provided link.
Summary
By utilizing the external URL feature for invoices in Zuriey POS, you can provide a seamless experience for your customers, allowing them easy access to their purchase details. Incorporating this feature into your email and SMS notifications further enhances customer communication and satisfaction.