Text or print an invoice link instead of emailing it
Get the link to an invoice so you can text it, hand it over or print it. No email address needed.
- Where
- Invoices
- Who can do this
- People with the Send invoices & reminders permission
If a customer has no email on file, or you'd rather text them, you can share the invoice's link yourself.
- Step 1: Open the invoice from Invoices.
- Step 2: Click Send invoice, or Re-send if it already went out.
- Step 3: In the box marked Or share a link instead (or No email for this customer?), click Get link.
- Step 4: The link is copied for you. Click Copy link to copy it again, or Open to print to open your customer's copy and print it.
Sharing the link marks the invoice Sent, just like an email. You'll still see when your customer opens it and when they pay.
Tip: To email it as well, enter an address and click Also email it.
Tip: Once an invoice is sent, the Copy link button on the invoice copies its payment link any time.
Good to know: Overdue reminders go by email, so a customer with no email address on file doesn't get them.