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How to Share an Invoice
How to Share an Invoice
Updated over 10 months ago

Share an Invoice in an email

  1. From within the Invoice, click Share

  2. Compose the email & click Send!


Attach an Invoice to an Email When Sharing a Document

  1. Once you are ready to share your Document, click the Invoice Links button a the bottom of your email body

  2. Find the appropriate Invoice from the list in the pop-up

  3. Click the Invoice Link button

  4. When ready, click Send

Note: If you'd like to add multiple Invoices, simply click the Invoice Links button again and select another.


Share an Invoice Externally Using a Link

  1. From the Invoice, click the Share button at the top-right

  2. Click Get Shareable Link

  3. Click Mark as Sent (since this generates a public link to share)

  4. Click Copy to clipboard

  5. Paste the link in your desired location & send it

  6. Click Close in Event Temple


Attach an Invoice to a Document

This option will nest the attached Invoice to a separate tab, on the same Document URL.

Note: Only one invoice can be attached using this option

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