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Can I share an invoice?

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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.
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