Steps
- Add the link to your template. Open Settings > Notification Templates, choose New Sale, and add {invoice_url} to the Email Body, SMS Body or Whatsapp Text. Click Save.
- Open the sale. In Sell > All Sales, find the sale and click View.
- Send the notification. From the Actions menu, choose New Sale Notification. Tick Send Email, Send SMS or Send Whatsapp notification, check the To address or Mobile Number, and click Send.
- Or copy the link. On Sell > Shipments, open the sale's Action menu and choose Invoice URL. The window shows the link with the note Link to view the invoice without login; copy it or click View.
- What the customer sees. The link opens the invoice in your invoice layout with a Print button. It works without an account.
Sending it automatically
Tick Auto Send Email or Auto Send SMS on the New Sale template to send the message, with the link, after every sale to a customer with an email or phone number. The same template can include {feedback_link} to ask for a review.
The link is unique to the invoice and hard to guess. Anyone who has it can view that invoice, so send it only to the customer.
Frequently asked questions
Does the customer need to log in to view the invoice?
No. The link opens the invoice directly in a browser, with a Print button, and no account is needed. It shows only that one invoice.
Can I text the invoice instead of emailing it?
Yes, if SMS is set up for your business. Put {invoice_url} in the New Sale template's SMS Body, then tick Send SMS when you send the New Sale Notification.