Send Payment Link from Mobile

Overview

When you're on-site with a customer and don't have a card reader, send them a payment link instead. The mobile app's "Send Payment Link" button automatically resolves the customer's email and phone from the invoice, sends a branded email with a "Pay Now" button, and fires off an SMS with the payment link - all in one tap.

How It Works

Sending a Payment Link

1. Open an invoice in the mobile app
2. Tap "Send Payment Link" instead of swiping a card
3. BlueClerk automatically:
   • Pulls email/phone from the homeowner user or business contact info
   • Sends branded email with payment link to /invoice/[id]
   • Sends SMS with payment link (fire-and-forget)
4. Confirmation shows what was sent: { sent: true, sentTo: ["email", "phone"] }

Where Contact Info Comes From

• Homeowner customers: Uses the linked user's email and phone
• Business customers: Uses contactEmail/contactPhone, falls back to company email/phone
• No contact info?: Error is thrown - "No email or phone on file for this customer"

When to Use This

Use "Send Payment Link" when:

• Customer doesn't have their card on-site
• You don't have a card reader available
• Customer prefers to pay online later
• You want to give them time to review before paying

Tips

• The email includes the invoice total and a branded "Pay Now" button
• The SMS includes a direct link to the invoice page
• Both email and SMS are sent simultaneously
• Customer can pay immediately from their phone or computer

Questions

Q: What if the customer doesn't have email or phone on file? A: You'll see an error: "No email or phone on file for this customer". Update their contact info in the customer profile first.

Q: Can I see if they opened the email or clicked the link? A: Not yet - the system confirms the message was sent, but doesn't track opens or clicks.

Q: Does this work for partial payments? A: The link goes to the full invoice page showing the balance due. Customers can pay any amount up to the balance.