Invoice share links
A secure link to one invoice, for a client who needs the invoice but not a portal login.
Every sent invoice can have a share link. It opens the invoice, its PDF and, when online payment is on, the Pay button, and nobody has to sign in. It never shows the client's projects. Unless you turn it off, the client's other unpaid invoices are listed under the invoice so they can pay several at once: untick Let clients pay their other unpaid invoices from the link under Workspace Settings → Invoicing → Online invoices, or change it for one client on their Details tab.
- Copy share link is in the invoice's Actions menu, under Sharing & exports. Anyone with the link can view the invoice.
- Invoice emails and payment reminders carry the same kind of link, as a Pay invoice or View invoice online button. See Sending invoices.
- Revoke share link stops every link to that invoice working immediately, including the ones in emails you already sent. You can copy a new one at any time.
Share links come with every paid plan and don't need the client portal switched on. They are on unless you turn off Include an online invoice link under Workspace Settings → Invoicing → Online invoices, which also stops links you already sent from opening. Copying and revoking need permission to edit invoices, and a draft can't be shared.
Inviting clients
Invite a client contact to the portal, resend their sign-in link, revoke access, and preview the portal as the client.
Online payments
Connect Stripe so clients pay invoices online, one at a time or several at once, from the portal or the invoice email, with the payment recorded on each invoice for you.