Can I share an invoice?

You can share an invoice with a customer by sending a link to the invoice or by sending the invoice itself as an attachment.

• As a link- Follow these steps to share the invoice as a link:

1. Click the Sales Ops tab. 
2. Select the Invoices module.
3. Click the New button in the Summary View.
4. Click Share.
5. Select Share as link.
6. A mail compose window opens with the Invoice link.
7. Enter the recipient's details and click Send.

• As an attachment- Follow these steps to share the invoice as an attachment:

1. Click the Sales Ops tab. 
2. Select the Invoices module.
3. Click the New button in the Summary View.
4. Click Share.
5. Select Share as attachment.
6. A mail compose window opens with the Invoice attachment.
7. Enter the recipient's details and click Send.

To know more about Invoices, click here.