Share a public invoice

Clients use a high-entropy link to view, print, or download an invoice without signing in.

What to do

  1. 1

    Open Public Preview

    Use the invoice Actions menu to inspect the customer view without recording a view.

  2. 2

    Copy the link

    Share the tokenized /i/ link created for that invoice.

  3. 3

    Client actions

    The public page provides Print, Download PDF, and Account Statement when enabled.

Good to know

  • Disable public access when a link should stop working.

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