What the client sees
When your client opens the link, they see a clean view of the invoice with the most important information. From there, they can:
View the invoice details
Download the document as a PDF
Pay online via card, Apple Pay, Google Pay, or bank transfer (if Stripe is enabled)
Accept a quote or estimate
View payment history, including any partial payments made
Share a link - mobile app
Open the invoice from Documents - Invoices
Tap Send, then choose Other
Your device's sharing menu opens - select the app you want to use (WhatsApp, Messages, Messenger, email, etc.)
A message is pre-created with the online link included
Edit the text if needed and send
Share a link - website
From the invoice list:
Go to Documents - Invoices
Click ... next to the invoice
Select Copy online link
The link icon is also visible in the invoice preview
A confirmation message appears - paste the link anywhere using Ctrl+V or Command+V
From the invoice preview:
Open the invoice
Click the link icon at the top of the preview
The link is copied to your clipboard
Note: For clients to pay directly through the online link, Stripe must be connected and enabled in Settings - Payment options.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.