Hi Peter, Am I correct to say that the URL of the invoice client view is the one I can send to my client?

Hi Peter, Am I correct to say that the URL of the invoice client view is the one I can send to my client?

  1. If I email it outside of Bullet, would it still track opening the invoice in the browser (by my client)? Thanks

2 answers

Peter Connor Staff January 9, 2016
Public

Hi,
If you create the invoice, you’ll be given the option to send to the client. The client view is the url you can use – you can test this by opening up an incognito mode.
Cheers

Pete

#answer-2422
  1. Yes, the URL works fine I noticed that earlier.
    My question is that it looks like Bullet tracks email opening rather than invoice opening.
  2. If i give the URL to my client and he/she opens it, would I get a notification about the opening? No bullet email would be involved in the process.
Peter Connor Staff January 9, 2016
Public

So what we track is the opening of the email (as in they’ve seen the email) this is done with a pixel that we add to that bullet generated email.
Most of the information needed “invoice from x”, “invoice amount” to be able to say to your client is in that Bullet email. 
If we did it on open rates on clicks of the invoice url people could cheat the system.
Below at all the stages of viewing, you can see this on every invoice by clicking on the invoice and then comment on the right hand side. 
Why do you want to send the url and not the mail – you can customise the mail?

 

Peter Connor
#answer-2423
  1. The reason for that is very simple: I try to avoid of email as much as I can.
    I'm communicating through a chat system (glip.com) with all my clients and I prefer to keep everything there.
    This way there's no searching through emails in cumbersome email clients to find the invoice or any other link/files etc.
  2. I'm not sure what you mean be people could cheat the system.
    WaveApps for example and while I can't prove who opened it but I surely know that it wasn't me. :)
    The only drawback of that solution is that I won't know if someone read the email but didn't click on the link.
  3. I'm not sure what you mean by people could cheat the system.
    WaveApps for example tracks the page opening and while I can't prove who opened it but I surely know that it wasn't me. :)
    The only drawback of that solution is that I won't know if someone read the email but didn't click on the link.
  4. Peter Connor January 9, 2016
    So I don't want to pay you. You send me an invoice. I see email coming in and I see it's called . I can click on that email and see it's for an invoice. I know you're chasing money and I know if I don't click on the link you'll think I haven't seen it.
    So we do all the read receipt stuff in the email. That's all.
  5. I see, thank you.
  6. I didn't find another thing: Where can I edit the default due date for invoices?
    I try to avoid human error and now I have to change them all to 0 day.
    Should that not be part of the invoice template? Thanks
  7. Peter Connor January 9, 2016
    Yep, it's in the list of new feature releases. Most people give 30 days.
    Pete
  8. Sound good, thank you. :)
  9. Peter Connor January 9, 2016
    Cool - no problem.

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