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 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 DOCX branding
Your DOCX template does not carry through to the online invoice because DOCX does not readily convert to a web format that can be shown in your browser. The online invoice will show a view based on your organization settings. The invoice in PDF form will show all the information from your template.
Example of online invoice with DOCX branding theme applied (awaiting payment)
Invoice display with standard branding
Online invoices with standard branding display the information you set up in your branding theme.
Example of an online invoice using a standard branding theme (awaiting payment)
Extra buttons, links & information
|Button, link or information||Action|
Outstanding bills link
View PDF button
|Displays if you've applied a DOCX branding theme to your customer's invoice.|
Pay now button
|Displays if you've applied a payment service to the branding 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|
File attachment icon
|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.|