1. Go to the corresponding Proforma Invoice page (URL format such as v5.patisco.com/pi/…). 2. Find the "Get payment collection link" button on the page and click it to obtain the link.
You can ask the AI assistant like this: "How do I send the payment collection link to the customer for this Proforma Invoice?" AI will respond like: "You can click the 'Get payment collection link' button on the page, copy it, and send it to the customer so they can proceed with payment."
V5 新桌面版｜pi.payment.entry