2023-11-01 Added functionality under the Share Action for Invoices

In this update, we've expanded the Share Action for Invoices, making it easier and more convenient for you to share Invoice details with clients. Here's what's new:


  • Share via Email: When you click on the Share Action under a specific Invoice, you still have the same Share option available. On click, you now have the Share via email option available.
  • Auto-Filled "To" Field: We've simplified the process for you. The email's "To" field is automatically filled with the recipient's email address associated with the Account. Reducing the chance of errors.
  • Include Invoice Details: In the email, the document number and the invoice amount are included, together with a link to open the invoice. This ensures that your clients can quickly identify the invoice you're sharing.
  • Payment Link: To further expedite the payment process, we've added a payment link in the body of the email. Your clients can click on the link to make a payment conveniently, improving the overall invoicing and payment experience.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.