tag:help.cashboardapp.com,2012-10-23:/discussions/suggestions/318-ability-to-generate-permanent-direct-url-without-auto-login-to-invoicesCashboard: Discussion 2013-12-31T22:37:08Ztag:help.cashboardapp.com,2012-10-23:Comment/308520182013-12-31T18:58:07Z2013-12-31T18:58:07ZAbility to generate PERMANENT direct URL (without auto-login) to invoices<div><p>Hi,</p>
<p>tldr : I would like PERMANENT direct URL to invoices (but
without auto-login) to give to clients instead of links that expire
after 2 weeks.</p>
<p>First, happy new year ! I have multiple clients and for many of
them, I only have 1 or 2 projects per year.</p>
<p>I like the fact that I can send them an email with a direct link
to an invoice. I prefer it to the attached PDF because I can know
when they viewed the invoice and the total is always up to date
with their payments.</p>
<p>But, I have a problem with the direct link to the invoice being
valid only for 2 weeks, because :<br>
1) I send them the email with the invoice direct link, but they
frequently pay me after 3-4 weeks. So when they click the link to
view the invoice, it is expired.<br>
2) Even if they later received reminder emails with updated direct
link, it is generally only the first email that is passed to the
accounting department.<br>
3) Since I don't work often with many clients, they always forget
their username and password to the Cashboard client area. So a
majority of them don't use it, and since they complain that the
direct link is valid for only 2 weeks, they ask for an attached
PDF.<br>
4) The current direct link performs 2 actions (auto-login and
redirect to the invoice), but I don't need the auto-login, I just
want to show the invoice (and the "Pay now" button).</p>
<p>I know that you may find that there is a security risk with a
permanent auto-login link. So I want to clarify what I'm
suggesting: I don't want a permament link that auto-logins the
client and shows him the invoice, I want a link that ONLY shows the
invoice, without auto-login. The best would be to have both : an
auto-login link that expires after 2 weeks, and the possibility to
create a permanent direct link to the invoice that does NOT
auto-login.</p>
<p>Finally, I would also like to be able to have access to the
direct link to an invoice without sending the email. I'm using a
lot Google Drive Documents and being able to generate direct link
to a document is really useful to me. I would also like that in
Cashboard.</p>
<p>Thank you,</p>
<p>Xavier Frenette</p></div>Xavier Frenettetag:help.cashboardapp.com,2012-10-23:Comment/308520182013-12-31T22:36:58Z2013-12-31T22:36:58ZAbility to generate PERMANENT direct URL (without auto-login) to invoices<div><p>Thanks for the feedback Xavier.</p>
<p>If you'd like to remove the 'auto login' feature from your
invoice emails, use the following code:</p>
<pre>
<code>{{ invoice | get_email_link_for: contact, false }}</code>
</pre>
<p>This will generate the link, but not apply the 'auto login' bit
to it. Unfortunately you <em>have</em> to login to view an invoice,
and I'm not sure this will be changing anytime soon.</p>
<p>I understand that you want sort of a "public permalink" that
anyone on the internet can access, but unfortunately we don't offer
that capability right now.</p>
<p>Best,</p>
<p>— Seth</p></div>Seth B