Sending an invoice via a URL is a convenient way to share with your clients. After creating your invoice, you can easily generate a unique URL link to send to your client through your preferred communication channels.
Note: invoices that have already been paid can no longer generate a shareable URL. In this case, you have the option to download the invoice as a PDF and send it to your client manually. You can read more that process here.
To generate a URL for your invoice, navigate to Financial Management > Invoices and select the invoice that you'd like to send via URL.
Next, select the 'Send Now' button in the top right-hand corner:
Now, select the 'Send via URL' button:
This will generate a unique URL you can copy to send to your clients:
When you send the invoice via URL, please be aware that your client will not receive an email notification. If you’d like to also send the invoice to the email address on file, simply navigate to the 'Send Email' tab to do so.
With that, when you send an invoice via URL, you will still be able to see the client's activity under the 'Activity' timeline on the invoice:
Specifically, you can still see when the invoice was viewed for the first time and when it was paid successfully.