Invoice Shared

As an administrator, you can enable the invoice share link, allowing customers to pay invoices without logging into their client area. This can simplify the payment process and encourage faster payments.

Options to enable share link

• Per Invoice: Manually enable the share link for individual invoices.
• Auto-Share on Invoice Creation: Automatically share invoices when they are generated using a brand setting.

Sharing individual invoice links

1. Go to Billing > Invoices under Clients and select an unpaid invoice.
2. Click Share in the modal, copy the link, and send it to your client (you must enable sharing first).

Auto sharing on invoice creation

1. Go to Settings > Order Options under Ecommerce Settings.
2. Enable Shared Invoice under the Misc section to auto-generate shareable links for all new invoices.

Adding shared invoice links to email notifications

1. Go to Settings > Actions under Automation.
2. Edit the New Invoice PDF Customer Email template or create a new one.
3. Insert this code to include the share link and replace the highlighted one:

<a href="//{{ brand.customer_portal_domain }}/invoice/{{ invoice.shared.token }}" target="_blank">{{ invoice.number }}</a>

4. Save the template to allow clients to access invoices directly from their email

Link expiration days

Admins and staff can generate protected sharing links to share invoices with clients securely.

By default, these links expire after 7 days, ensuring controlled and time-limited access to sensitive billing information. This provides a convenient way to deliver invoices while maintaining security and control over access.

You can access this from Settings > Branding & Customisation > Security > Sharing Links.