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