Sharing creates a magic-link page where the client can view the invoice, download the PDF, and (depending on your settings) initiate payment — without signing in.

  1. Open the invoice.
  2. Click Share Customer Invoice (from the action menu).
  3. Pick or enter the client email.
  4. Customise the message.
  5. Click Send.

The client receives an email with a button. Clicking it requests a 6-digit OTP for identity verification. Once verified, the client lands on a hosted view of the invoice they can read, save, or print.

The invoice's activity log records the share, who opened it, and when.

Tip: Sharing is the most professional way to deliver an invoice when you don't want to push a PDF attachment through email — many clients prefer a branded online page they can return to. Use Send (email + PDF) and Share with Client (magic link) depending on the client's preference.