Custom Footer Buttons Add-On: Personalize Invoice Footers with Custom Links

Modified on Thu, 17 Apr at 3:53 PM

The Custom Footer Buttons Add-On in PASconcept empowers users to enhance their invoice footers by adding customizable buttons or links. This feature allows for greater personalization and functionality, enabling businesses to include quick access links to payment portals, terms and conditions, contact information, or any other relevant resources directly within their invoices.

Key Capabilities:

Customizable Footer Buttons:

Personalized Links: Add buttons or hyperlinks to the footer of your invoices, directing clients to specified URLs.
Enhanced Client Interaction: Provide clients with easy access to payment options, support pages, or additional documentation.
Flexible Labeling: Assign custom labels to each button to clearly indicate their purpose or destination.

Easy Add-On Activation:

Access My Marketplace: Log into your PASconcept account and navigate to the "My Marketplace" section.
Activate Custom Footer Buttons: Locate the Custom Footer Buttons Add-On and click "Activate."
Accept Terms and Conditions: Follow the prompts to review and accept the terms and conditions associated with the add-on.
Begin Customization: Once activated, proceed to configure your custom footer buttons as per your business requirements.

Configuration Options:

Button Label: Define the text that will appear on the button.
Destination URL: Specify the web address to which the button will direct clients.
Button Style: Choose from various styling options to match your company's branding and the invoice design.

Benefits:

Feature	Benefit
Improved Client Experience	Offers clients direct access to important resources, enhancing usability.
Streamlined Payments	Facilitate quicker payments by linking directly to payment portals.
Brand Consistency	Customize button styles to align with your company's branding guidelines.
Increased Engagement	Encourage clients to explore additional services or information through strategic linking.

Implementation Steps:

Activate the Add-On:
- Navigate to "My Marketplace" in PASconcept.
- Locate and activate the Custom Footer Buttons Add-On.
- Accept the terms and conditions to proceed.
Configure Footer Buttons:
- Access the invoice settings within PASconcept.
- Enter the desired button label and corresponding destination URL.
- Select the preferred button style to match your invoice design.
Save and Apply:
- Save the configurations to apply the custom footer buttons to your invoices.
- Preview an invoice to ensure the buttons appear as intended and function correctly.

Example Usage Scenario:

Invoice Customization: XYZ Consulting wants to provide clients with a direct link to their online payment portal and a contact page for support.

Configuration: They activate the Custom Footer Buttons Add-On and configure two buttons:

Button Label: "Pay Invoice Online"
- Destination URL: https://xyzconsulting.com/payments
Button Label: "Contact Support"
- Destination URL: https://xyzconsulting.com/support

Outcome: Clients receiving invoices now see two buttons at the footer, allowing them to quickly pay their invoice or reach out for support, enhancing their overall experience.