Sharing Invoices

Share invoices with clients using secure share links that allow them to view invoices without logging in.

Overview

Invoice sharing allows you to send clients a link to view their invoice online without requiring them to create an account or log in. This makes it easy for clients to access and review their invoices.

Share links are secure and unique to each invoice. Clients can view the invoice in their web browser, and the link can be shared via email, messaging, or any other method you prefer.

How to Share an Invoice

1 Open Your Invoice

Navigate to the invoice you want to share. You can access it from your dashboard or invoice list.

2 Generate Share Link

Click the "Share" button on the invoice page. This will generate a unique, secure link for this specific invoice.

3 Copy the Link

Copy the share link that's generated. You can copy it to your clipboard with one click.

4 Share with Client

Send the link to your client via email, messaging, or any other method. They can click the link to view the invoice in their browser.

Share Link Features

Secure Access

Each share link is unique and secure. Only people with the link can view the invoice.

No Login Required

Clients can view invoices without creating an account or logging in. The link provides direct access.

Mobile Friendly

Shared invoices are optimized for viewing on any device, including smartphones and tablets.

Read-Only View

Clients can view the invoice but cannot edit it. This ensures invoice integrity and accuracy.

Public Invoice Viewing

When a client clicks a share link, they see a public view of the invoice that includes:

  • All invoice details including business and client information
  • Complete line items with descriptions, quantities, and prices
  • Subtotals, taxes, discounts, and final totals
  • Payment terms and due dates
  • Professional formatting matching your chosen template

Best Practices

  • Share links via secure channels like email to protect client privacy
  • Each invoice has its own unique link - don't reuse links for different invoices
  • Clients can bookmark the link for future reference
  • Share links remain active as long as the invoice exists in your account

Related Guides

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