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How to Share an Invoice
How to Share an Invoice
Updated over 8 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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