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Magic links let your clients log in with a single click from a secure link sent to their email or shared with them directly — no passwords, no extra steps.
This is what the new experience is like when a client gets a notification about a new invoice. This client has never received an email notification before and has never set a password. Notice that it just works — they’re immediately taken to the checkout page to pay.
When magic links are enabled, all email notifications to clients have magic links in them. In addition, there are ways to manually share magic links. On the CRM you can send magic links from the CRM table or the client/company details pages. On the Billing App, you can send magic links for open invoices. And on the Contracts App, you can send magic links for open contract requests.
For security reasons, magic links are one-time only and expire after 3 days. If they have already been opened or have expired, the client will see a page that lets them request a new magic link that is sent via email.
We recommend that you enable magic links. Password-less authentication (Google OAuth & magic links) is quickly becoming the new standard that is more convenient for clients and more secure. Note that magic links are not enabled by default for existing workspaces. To enable, you can turn them on in Settings > Client Authentication. Clients that have already set passwords or Google Auth can continue to log in using those methods.
Previously, if you’ve been using our Billing App you have been creating invoices and subscriptions for clients, which then notify those clients to pay via email.
Payment links are global and not tied to any one client. You can now create a payment link tied to a product, and anyone can pay for that product. Here’s how it works: