What clients see
When you share a document via an online link or send it by email, your client sees a clean preview of the most important document information at a glance. From there, they can:
Download the document as a PDF by clicking Download document PDF
View all related documents in one place - for example, if you created an invoice from an estimate, the client can still access the original estimate alongside the invoice
See the current document status - whether it is fully paid, partially paid, or still pending
View the full payment history, including partial payments
Download payment receipts or confirmation documents after making a payment
Payment options
For invoices, pro-forma invoices, and purchase orders, clients can pay directly from the online document. To enable this, you need to have Stripe set up as your payment option. Once enabled, clients can pay via:
Apple Pay
Google Pay
Credit or debit card
Bank transfer
Estimates and quotes
For estimates and quotes, clients can accept the document directly within the online view. You will be able to see the acceptance status and history on your end.
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