How to Insert a Link Within a PDF

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Ssechrist2865
Posts: 182
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How to Insert a Link Within a PDF

Post by Ssechrist2865 »

I send out invoices in a PDF format. I want to be able to insert a link within the PDF in case someone wants to pay their invoice online via credit card.

I tried one link, and it requires a login. So I need to find out what link will work within each document so that someone can click on the link and pay.

See the Invoice and screenshot attached.

Thank you.
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Natasha326
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Re: How to Insert a Link Within a PDF

Post by Natasha326 »

It looks like you are using an outdated invoice template. I believe that a new invoice template will allow your customers to automatically be logged in. Please follow the instructions in this video to use a more recent invoicing template:

Ssechrist2865
Posts: 182
Joined: Fri Sep 15, 2017 6:33 pm
Website: www.brcdenver.com

Re: How to Insert a Link Within a PDF

Post by Ssechrist2865 »

I have reviewed the video. The invoice templates I have looked at. The template we are currently using looks like the template entitled, "Original." When I send this as a PDF, there is no link within the invoice for the people to click on it and pay. The only way they can pay using a credit card is if I send the invoice directly through the All-Pro email. I don't want to do it this way. There has to be a way for me to insert a link in the actual PDF.
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Kayla326
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Re: How to Insert a Link Within a PDF

Post by Kayla326 »

You will see the link where it says "Click here to pay now". It is under the words "Please send payment"
Ssechrist2865
Posts: 182
Joined: Fri Sep 15, 2017 6:33 pm
Website: www.brcdenver.com

Re: How to Insert a Link Within a PDF

Post by Ssechrist2865 »

I got on a Zoom Support call with Natasha, and she helped me work through this and figure it out. Thank you!
Ssechrist2865
Posts: 182
Joined: Fri Sep 15, 2017 6:33 pm
Website: www.brcdenver.com

Re: How to Insert a Link Within a PDF

Post by Ssechrist2865 »

This is for Natasha in Thailand: Regarding inserting a link within a PDF, I did try this, and it did not work. The same contact link appeared in each and every PDF invoice, so I had to eliminate the link from each PDF invoice.
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