Share an invoice with a customer

Let customers view their invoice without a portal account.

Step by step

1. 1

   Open the correct invoice and check the customer, lines, currency, and total.

2. 2

   Use the share action to copy a public invoice link.

3. 3

   Send it to the intended customer. No sign-in is required to view the shared invoice.

4. 4

   Mark the invoice as sent if that action is available to your role.

5. 5

   If sharing needs to stop, use the available revoke-sharing action.