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Add Copy Invoice Link button to invoice's More Actions dropdown

Open adrianaditech opened this issue 10 months ago • 3 comments

For many invoices sent out I find myself needing to get the invoice URL to include in my email response to someone who asked for an invoice, for example. Currently I have to click Client Portal and copy the URL from there which is a few extra steps. Can an option 'Copy Invoice URL' please be included in the more actions dropdown so that this action can be done from the admin portal immediately?

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adrianaditech avatar Apr 07 '24 14:04 adrianaditech

There is an easier way to get the URL without having to go into the Client Portal.

While looking at the list of invoices click on the status of the invoice, it will open a side screen thing with a button "Copy Link"

xisonc avatar Apr 08 '24 16:04 xisonc

I realize that's an option, but if you're already in a client's profile looking at their invoice history and want to copy link to that one invoice you see in front of you, it does not make sense to go back to the "Invoices" list, try to locate it there, and then click on it for the Copy Link option. It won't show up easily if you have many invoices...

adrianaditech avatar Apr 08 '24 22:04 adrianaditech

I think the more actions list already has too many options

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I think we'll try to add a copy clipboard icon in the listview and see how that looks.

turbo124 avatar Apr 08 '24 22:04 turbo124

we have a copy link on the invoice list now.

turbo124 avatar Jun 06 '24 08:06 turbo124