Sending & Sharing Invoices

View invoice details with send, share, and download options

Sending via Email #

1. Open the invoice you want to send
2. Click Send Invoice
3. Review or customize the email content
4. Click Send

The client will receive an email with:

• Your custom message
• Invoice summary
• A secure link to view and pay

Sharing Invoice Links #

Every invoice has a unique, secure shareable link:

1. Open the invoice
2. Click Copy Link
3. Share the link via any channel (email, messaging, etc.)

How your clients see your invoices

The link allows clients to:

• View the complete invoice, deliverables, and proof images (if available)
• Download as PDF
• Make a payment (if enabled)

Downloading PDF #

Export invoices as professional PDF documents:

1. Open the invoice
2. Click Download PDF
3. The PDF includes all invoice details with your branding