How do I get a payment collection link in V5?

1. Open the Proforma Invoice page (URL format: v5.patisco.com/pi/...). 2. Find the "Get payment collection link" button on the page and click it.

You can ask the AI assistant like this: "How do I generate a payment collection link for this invoice?" The AI will respond like this: "Please click the 'Get payment collection link' button on the page. The system will generate a shareable payment URL that you can send to the other party."