Custom Triggers

Introduction

The functionality to create custom buttons and hyperlinks empowers administrators to provide users with additional information, such as their balance, credit limit, payment terms, or other relevant details. This enables customers to seamlessly manage and pay their invoices with greater ease.

By including a hyperlink in the Overview tab, users can be redirected to external resources for further insights into their payment status or to facilitate making a payment directly.

In this article:

• What do you need to use this feature?
• Custom Triggers Options
• Conditional Display of Custom Triggers
• Possible Scenarios of Displaying Custom Triggers

What do you need to use this feature?

To use custom triggers, you need the following:

• The custom navigation option enabled in Settings > Currency & Payments > Invoices
• Permissions to change the settings under the Invoices tab
• Conditional options configured and selected

Custom Triggers

The feature lets you configure two types of elements in the invoice section, a button and a text. Those elements allow your users to access specific sections or pages from the Invoice Overview tab.
You can configure both elements at the same time or independently.
It is possible to customize the caption and URL for buttons and links so that you can make those navigation elements in line with the needs of your business.
You can also show those elements conditionally based on your defined settings.

Distributors can configure custom navigation for their sellers or end customers. End customers can then take advantage of such configuration as they obtain access to relevant links.

Note that when you configure both the button and link, the link shows below the button on the Invoice Overview tab. If you do not configure one of the elements, only the configured one will appear in the UI.

Possible Scenarios of Displaying Custom Triggers

These are the possible scenarios of showing custom triggers based on Conditional Display Controls selected:

Summary

The feature allows you to create custom controls that are in line with your business needs and the needs of your customers. Conditional displaying of the feature lets to show custom controls only when they are required.