Share a document with a link
Send any invoice, estimate, or receipt as a private link — the recipient opens it in their browser, no account needed.
Invoices & documents
Every invoice, estimate, and receipt you create gets its own private link, ready the moment you save it. Instead of attaching a PDF, you can just send the link.
Share it
Open the document and choose Send, then pick a channel:
- WhatsApp — opens a chat with a ready-to-send message and the link.
- Copy link — paste it into an email, a text, anywhere.
- Share — hand it to your phone's native share sheet.
Whoever you send it to opens a clean, read-only view right in their browser — no account, no sign-in, nothing to install. They can read it on any device and download the PDF if they want a copy.
Good to know
- The link always shows the current version, so there's no stale attachment sitting in someone's inbox.
- It works for invoices, estimates, sales receipts, and payment receipts.
Sending an invoice by email? That already includes the link and a branded PDF — see Send your first invoice.
Still stuck? Contact us — a human reads every message.All help articles