Public Order, Payment, and Quote Links

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View An Order Or Invoice

Order and invoice emails can include a public view link. The page shows seller branding, order or invoice number, status, totals, customer-safe addresses, line items, packages, tracking, and support contact details.

• View links: customer-safe order or invoice review.
• Pay button: appears only when the linked record has a payable balance and payment is allowed.
• Packages: shows tracking information when packages exist and tracking visibility is enabled.
• PDF access: should stay limited to customer-safe document output.

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Track A Shipment

Tracking links open a public shipment-tracking page for the package associated with the token. The customer can review carrier, service, tracking number, delivery state, expected delivery, location summary, and carrier events without logging into the portal.

• Status: shows the current delivery state in plain language.
• ETA: shows expected delivery when the carrier provides a date.
• Timeline: lists carrier scans and locations for the active package.
• Copy tracking: lets the customer copy the tracking number for carrier lookup.

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Pay A Balance

Payment links open a public payment page. The amount due is calculated by Arcus on the server from the current balance, so the customer cannot change the amount by editing the browser page. If the account has an eligible default card on file, the customer may see a read-only card tile for fast payment.

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Approve A Quote

Quote links can include a customer approval page. When the customer clicks Approve This Quote, Arcus converts the quote into a sales order through the same order-conversion path staff use, then notifies the seller.

• Eligible quote: the quote is still open and has not already been converted.
• Expired quote: the customer sees an expired-link message and should contact the seller.
• Already accepted: the customer sees that the quote was already approved.
• Converted order: the seller continues fulfillment, payment, and invoicing from the new sales order.

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Understand Link Types

Public links are token-based and purpose-scoped. The same customer may have more than one link type for the same order depending on the email, document, or workflow.

• View: opens customer-safe order, invoice, or quote details.
• Pay: starts a public payment flow for the current payable balance.
• Track: opens package and tracking visibility for a shipment.
• Quote accept: lets the customer approve an eligible quote.
• Return status: use portal Returns for authorized RMA visibility when that account has customer-facing return status available.

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Expired, Revoked, And Wrong-Account Links

Public links should fail closed. If Arcus cannot prove the token still points to an eligible customer-facing action, the customer should see an unavailable, expired, or already-completed message instead of internal data.

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Staff Setup Checklist

1. Confirm the customer account, billing email, and document recipient are correct.
2. Review Settings, Sales Channels and Customer Portal for token expiration, branding, support contact, tracking visibility, and allowed payment methods.
3. Confirm the Stripe connector is healthy before sending payment links.
4. Confirm the order, invoice, quote, or shipment is ready for customer visibility.
5. Send the document or customer email from Arcus so the link is generated by the system.

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Common Blocks

• Link expired: resend the document or email so Arcus creates a fresh link.
• Payment button is missing: confirm the balance is still due and public payments are allowed.
• Payment fails: check Stripe connector health, allowed methods, card authentication, and whether the invoice was already paid or voided.
• Quote cannot be approved: confirm it is still a quote, not expired, and not already converted.
• Tracking is missing: confirm the package has a tracking number and tracking visibility is enabled.
• Wrong customer sees a link: stop and verify the email recipient, account, entity, and token source before sending another link.

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