Invoice Sharing

How To Share Your Invoices

Share your invoices with clients, vendors, or team members using secure links or email. You can create multiple share links for each invoice with different settings, or send invoices directly via email with PDF attachments.

Sending Invoices via Email

Send your invoices directly to customers via email with professional templates and PDF attachments.

How to Send an Invoice by Email

1. Open the invoice you want to send
2. Click the Send via Email button at the top right
3. Enter the recipient's email address (defaults to customer email)
4. Add a custom message (optional, up to 500 characters)
5. Click Send Email

What Your Customer Receives

When you send an invoice via email, your customer gets:

• Professional email with your company name and invoice details
• PDF attachment of the complete invoice
• Secure link to view the invoice online
• Your custom message (if you added one)
• Invoice number, amount, and due date clearly displayed

Email Tracking

Track engagement with your sent invoices:

• See when emails were sent and by whom
• Track how many times the "View Invoice" link was clicked
• View the last time the link was accessed
• Monitor all email activity in the Email History section

Email History

View the complete email history for each invoice:

1. Open your invoice
2. Scroll to the Email History section
3. See all sent emails with details including:
   • Recipient email address
   • Email type (Invoice Sent, Reminders)
   • When it was sent
   • Who sent it
   • Click tracking statistics

Email Types:

• Invoice Sent - Initial invoice email
• Reminder (Before Due) - Sent before the due date
• Reminder (Due Today) - Sent on the due date
• Overdue Reminder - Sent after the due date

Sharing via Secure Links

Create shareable links for your invoices with customizable security options.

How to Share an Invoice

1. Open the invoice you want to share
2. Click the Share PDF button at the top right
3. Choose your security settings
4. Click Create Share Link
5. Copy and share the link

Security Options

Password Protection

Add a password to protect your invoice from unauthorized access.

How to use:

1. Check the Password Protection box
2. Enter a password (at least 4 characters)
3. Click the eye icon to show/hide your password
4. Share the password separately from the link (by phone, text, or separate email)

Expiration Date

Make your share link expire automatically after a certain time.

Quick options:

• 1 hour - For immediate review
• 1 day - Short-term access
• 1 week - Standard invoice delivery

View Limit

Limit how many times people can view your invoice.

When to use:

• Controlling who can access the invoice
• Tracking how many times it's been viewed
• Preventing unlimited sharing

How to use:

1. Check the Limit Views box
2. Enter the maximum number of views (1 to 10,000)
3. The link stops working once it reaches this limit

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Managing Your Shares

View and manage all your share links in one place.

View All Shares

1. Open your invoice
2. Click the Manage Shares button at the top right
3. See all your active and inactive shares

Understanding Share Status

Each share shows its current status:

• Active - Link is working
• Expired - Past the expiration date
• View Limit Reached - Maximum views used up
• Revoked - Manually disabled

You'll also see:

• Public badge - No expiration (permanent link)
• Protected badge - Password required

What You Can See

For each share link:

• Who created it and when
• Expiration date (or "Never")
• How many times it's been viewed
• When it was last viewed
• The share URL (for active links)

Copy a Share Link

1. Find the share you want to copy
2. Click the copy icon next to the URL
3. You'll see a confirmation message
4. Paste and share the link

Delete a Share Link

Organization owners can delete any share link:

1. Click the Manage Shares button
2. Find the share you want to delete
3. Click the trash icon
4. Confirm deletion

Best Practices for Sharing Invoices

Email Best Practices

1. Verify email addresses before sending to avoid delivery issues
2. Add personal messages to build customer relationships
3. Check email history to confirm delivery and track engagement
4. Follow up if the invoice link hasn't been clicked after a few days
5. Use professional language in custom messages

Secure Link Best Practices

1. Always use passwords for sensitive invoices
2. Set expiration dates to limit exposure
3. Check view counts to see who's accessed your invoice
4. Delete old shares you're no longer using
5. Create new links for different recipients
6. Send passwords separately from the share link

General Tips

• Combine both methods for maximum flexibility
• Monitor tracking data to understand customer engagement
• Keep customer emails updated in your customer database
• Use reminders for overdue invoices to automate follow-ups

What Recipients See

When someone clicks your share link:

• They see the full invoice PDF
• They can download it (if enabled)
• They enter the password (if you set one)
• No login required
• Clean, simple view

Quick Reference

Email Features

Secure Link Features

Troubleshooting