How do I get a payment collection link in V5?

Question

Accepted Answer

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 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 invoice?"
The AI will respond like this: "You can click the 'Get Payment Collection Link' button on the page, copy it and send it to the customer to complete the payment guidance."