Link Performance Dashboard

Overview

The Link Performance dashboard shows how customers interact with the payment links sent with invoices.

Key Components

1. Engagement Metrics

Tracks:

• Total links sent
• Invoice views
• Customer views
• Total payments made through links

These metrics include:

• Email invoice links
• Customer Portal activity

2. Payment Link Activity Table

Shows all links sent, including:

• Invoice number
• Contact(s) emailed
• Link status (unpaid, partial, paid)
• Last viewed date/time
• Last payment date
• Resend or send to additional emails by clicking the 3 dots on the right

This is extremely useful when customers say they “never received the invoice.”