Auto-login for invoice and estimate notifications
June 3rd, 2008If you were watching the twitter development feed you’d have noticed Build 1000 just went live.
This glorious new version of Cashboard allows you to have your clients auto-login when clicking a URL from an estimate or invoice notification. We believe this lessens the barrier to getting you paid, especially when accepting payments online.
In the interest of security, these URLs are unique, secret, and auto-expire after 14 days.
The default email templates have been changed to use this new feature, but if you’ve edited your email templates, you’ll need to add it manually.
Here’s how for ‘email_estimate_notice’...Replace the line with ‘estimate.client_url’ with the following…
{{ estimate.client_url | make_autologin: contact }}
...And similarly in ‘email_invoice_notice’...
{{ invoice.client_url | make_autologin: contact }}
Of course, if you’d rather not have your clients login just use the old method without the ‘make_autologin’ filter.
Enjoy!
June 4th, 2008 at 02:06 PM
nice! this is excellent!
June 9th, 2008 at 08:32 PM
Sweet! This is a great addition. I’ve been reluctant with many of my clients to make them go to CB to see estimates or invoices, thinking that one more login is a bit much.
I’ll be much happier sending estimates & invoices this way.
June 9th, 2008 at 11:51 PM
glad to hear it!