How do I share an invoice with a customer?

Yes — sharing an invoice happens automatically when you send it, not through a separate Share button.

Open the invoice in the Invoices section under Finance, then use Send Invoice. Nassima creates a secure link behind the scenes and emails it to the customer, in whichever language they prefer.

The customer opens that link in their browser and reads the invoice without needing an account of their own.

Before an invoice can be shared this way, it has to be at one of these statuses:

• Issued
• Overdue
• Partially paid
• Paid
• Completed

Once a share link exists for an invoice, you can also open it yourself from the invoice page's View public URL button, to preview or copy it.

Password-protecting that link, revoking it, or rotating it to a new one aren't things you can do yet, either from the invoice page or by asking Nassima — the link created when you send the invoice has no password on it, and there's currently no self-serve way to turn it off or replace it.

This is different from the customer portal, where a customer with an account can view and pay their invoices on an ongoing basis. A share link needs no account at all — it's created the moment you send one invoice to one customer, not something you set up on its own.