How can I include a payment link in an email in DigitBridge?

Here is a guide for inserting a Payment Portal link into automated customer emails using email templates in DigitBridge.

To include a clickable payment link in an email, you’ll need to insert the template variable into the body of your chosen email template. This variable dynamically generates a unique payment portal link tied to each customer invoice.

Access the Email Template Manager

From the ERP dashboard, go to:
Admin Tools > Customer & Vendor Settings > Email Template

Choose an existing template (such as "Invoice Created") or click Add to make a new one. You must be in Edit mode to make changes.

Insert the Payment Link Variable

In the Template Detail section:

Locate the Body field
Type your message and place your cursor where the link should go
From the Template Variables dropdown, select PaymentLink and click Insert

Example:
Please remit payment by using this link:

Note: The link will only generate properly if the invoice is tied to a valid customer and that customer has an associated recipient email address. See: How do I register customer email addresses?

Tip: For full instructions on how to create and manage email templates, see this guide on Email Templates.

Once complete, click Save, then Yes. The next time the template is triggered (e.g., when an invoice is created), the email will include a direct link to the payment portal.