How to Share an Invoice via Invoice Tab
Open the Invoice
From the left-hand menu, click Invoices under the Bookings section.
Select the specific invoice you want to share (for example, INV-00086).
Review Invoice Details
Confirm that the invoice information (client name, event details, date, and amount due) is correct before sharing.
Make sure the invoice status shows Draft or Unpaid if it’s still being finalized.
Click the “Share” Button
In the top right corner of the invoice screen, click the Share button.
A pop up message will appear
Choose How to Share
Select one of the available sharing options:
Get Sharable Link – This will copy a direct link to the invoice that can be shared manually via email or message.
Email – Send the invoice directly to the client’s email address through Event Temple.
Confirm and Send
A pop up message will appear to let you know that sharing will mark the invoice status as 'Sent', click 'Mark as Sent' to proceed
If emailing, confirm the recipient’s details and click Send.
If copying paste the invoice link where needed.
Further actions
You can also save a PDF copy of the invoice to your device for manual sending or record-keeping. Simply click the three dots, then the 'Download PDF' button.
How to Share an Invoice via Email
Open the Booking
From the left navigation panel, click Bookings.
Select the specific Booking connected to the invoice you want to send.
In the booking details, navigate to the Emails tab.
Start a New Email
Click the New Email button.
The Compose Email window will open.
Add Email Details
In the From field, confirm your email address is correct.
In the To field, enter the recipient’s email address (for example, your client’s contact email).
Add a Subject line
In the main email body, type your message to the recipient. You can use formatting options such as bold, italic, underline, or insert links and images as needed OR use an Invoice Email Template
Insert the Invoice Link
Scroll down to the Invoice Links section on the right side of the compose window.
Locate the invoice you wish to send (for example, INV-00086).
Click + Insert Invoice Link next to that invoice.
This automatically inserts a hyperlink to the invoice into your email body.
Add Attachments (Optional)
If needed, you can also attach supporting files:
Click Upload File to attach files manually.
Use File Links or Document Links to attach files stored in Event Temple.
Send the Email
Review the email content and ensure the invoice link is correctly inserted.
Click Send to email the invoice to your client.
You can also choose Save Draft if you’d like to review it later.