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Sending invoices as a URL

Sending invoices outside of Bonsai.

Updated over a week ago

You may need to send an invoice via a URL. Once you've created a valid invoice, you can generate an URL to send directly to your client by following these steps:

Please note: that invoices which have already been processed and paid will no longer have the ability to generate an URL for your client. In this case, you would be able to download the invoice as a PDF and send it to your client manually. More information on how to achieve this can be found in this article.

  • Navigate to the Invoice that you are wishing to send as an URL.

  • Once in the Invoice, click on the green "Send Now" button:

  • In the window that appears, Click on the tab that shows "Send as URL". Once here

  • After you send the invoice as an URL, you'll be able to copy the URL provided and provide this to your client.

When you send the invoice via URL, please note it will not inform your client via email once you have done so. If you wish to also send it to the email address on file, then you can navigate to the "Send Email" tab shown above to complete this as well.

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