Public Invoice Payments
Let customers view invoices, download PDFs, and pay online or offline.
Public invoice pages let customers review invoice details, download files, and pay balances when payment is enabled.
Use the public invoice page as the customer-facing payment page. It should show the same amount, due date, branding, and payment options your team expects the customer to use.
What Customers Can Do
Depending on the invoice and payment settings, customers can:
- View invoice status and balance.
- Review line items, taxes, discounts, and totals.
- Download the invoice PDF.
- Download invoice attachments.
- Pay online through an enabled gateway.
- Submit an offline payment record when offline methods are enabled.
Customers do not need workspace access to use a public invoice link. They should only need the current link and an available payment method.
Payment Methods
Online payment options depend on configured gateways. Offline payment options depend on the workspace finance settings.
If a payment cannot start, check the payment gateway settings and invoice status.
Also check whether the invoice is already paid, voided, canceled, expired, or otherwise not payable. A public link can open correctly while payment actions are hidden because the invoice state no longer allows payment.
When offline payment methods are enabled, make sure the instructions are clear enough for the customer to complete the transfer and for finance to reconcile the payment later.
Test Before Sending
Open the invoice public link in a private browser window and confirm:
- Customer and invoice details are correct.
- PDF download works.
- Attachments are available when expected.
- Online and offline payment options match workspace settings.
- The custom domain or branded link opens the same invoice.
If the invoice was sent by email, test the link from the email too. This catches old links, wrong domains, missing attachments, and template variables that look different from the internal preview.
Customer Payment Questions
When a customer asks about an invoice link, check:
- whether the invoice is still payable
- whether online payment is enabled for that invoice
- whether the customer is using the newest link
- whether offline instructions are clear
- whether the gateway shows a pending, failed, or successful transaction
- whether the payment was applied to the correct invoice
Do not resend a new invoice link before checking the current invoice state. A new message can confuse the customer if the original link is still valid.
After Payment
Confirm the invoice status, payment record, amount due, and customer confirmation.
If the customer paid through a gateway, compare the Agiled payment record with the gateway dashboard. If the customer submitted an offline payment, record or review the payment internally before treating the invoice as settled.
If a customer reports a failed payment, collect the invoice link, timestamp, payment method, gateway transaction or error when available, and whether the invoice still shows a balance.
Reconcile Payments
For online payments, compare Agiled against the payment gateway before treating a payment issue as resolved. For offline payments, confirm bank transfer, reference, amount, currency, and payment date before marking the invoice paid.
If the amount paid does not match the invoice balance, decide whether to record a partial payment, refund, credit note, or corrected invoice according to your finance process.