How to set up payment links for local service invoices

Payment links look easy from the office side: create invoice, send link, get paid. In local service work, the details matter because the technician, customer, dispatcher, and bookkeeper may all touch the same job. If the payment flow is not clear, money comes in but nobody knows which visit, add-on, or deposit it belongs to. I prefer setting up the invoice template before sending any links. The s…