Guides

Bills

Email and secure link

Send a PDF of an invoice, quote, sale return, or purchase order. The customer opens it without an account.

  1. Open the document and choose email.
  2. The message carries the PDF and a link.
  3. The link opens the same layout: your logo, your details, the status color. The customer does not log in.
  4. The link expires. Sending again, before it expires, reuses that same link. It does not create a second one.
  5. The document must have synced. If email says to sync first, wait until the sync icon is clear.
Email dialog on an invoice with the PDF and share link
Email dialog on an invoice with the PDF and share link

This works for invoices, quotes, sale returns, and purchase orders.

Next: Purchase orders.