Share a link to an online invoice

Share a link to your online invoice with your customer. Online invoices display differently depending on whether they have a standard or custom (DOCX) branding theme.

Share the online invoice link

You can share a link to an awaiting payment or paid online invoice.

  1. In the open invoice, click Invoice Options, then select Share Invoice.
  2. Click Copy to copy the URL for pasting into an email.

    Image of the online invoice link.

Invoice display with custom branding

Online invoices with a custom (DOCX) branding theme applied display the information you set up in your theme.

Example: Online invoice (awaiting payment) with a custom theme

Image of an online invoice with custom (DOCX) branding.

Invoice display with standard branding

Online invoices with a standard branding theme applied display the information you set up in your theme.

Example: Online invoice (awaiting payment) with the standard theme

Image of an online invoice with standard branding.

Extra buttons, links & information

Button, link or informationAction

Outstanding bills button

This displays if:

View PDF button

Displays if you've applied a custom (DOCX) theme to your customer's invoice.

Pay now button

Displays if you've applied a payment service to the theme you selected for the invoice.
Days overdueIf the invoice is overdue, the online invoice displays the number of days it's overdue by.
Less amount paid

The amount due reduces if you record a part-payment on the invoice, or apply a credit from a credit note, prepayment, or overpayment.

If you reconcile the full invoice, the invoice shows as paid.

File icon

Image showing the file icon.

This displays if you've included files with your invoice.

PDF button

Customers can generate and print a PDF copy of the online invoice.

This PDF will be different from the PDF invoice attached to the original email, if payments have been applied or removed from the invoice.

CSV button

Customers can download a CSV file of the invoice.

Save button

Customers can save the online invoice:

  • As a draft in their Xero organisation
  • Into notifications (with a Xero login)
Questions or comments about this bill?Your recipient can email you directly from the online invoice. You'll receive the email if you created the invoice.
Links to Facebook, Twitter, LinkedIn and Google+ accountsIf you've added your organisation's social media links, your recipient can connect with you.
View map linkIf you used the Physical address field in Organisation Settings, a map of your address will display.

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