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.
- In the open invoice, click Invoice Options, then select Share Invoice.
Click Copy to copy the URL for pasting into an email.
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
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
Extra buttons, links & information
|Button, link or information||Action|
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 overdue||If 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.
|This displays if you've included files with your invoice.|
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.
|Customers can download a CSV file of the invoice.|
Customers can save the online invoice:
|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+ accounts||If you've added your organization's social media links, your recipient can connect with you.|
|View map link||If you used the Physical address field in Organization Settings, a map of your address will display.|