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How to generate a public URL for an invoice?

To generate a shareable public URL for an invoice, follow these steps:

  1. Navigate to Invoices Section

    • In the left sidebar, click on Invoices.

  2. Select the Invoice to Edit

    • Find the Invoice you want to generate a public link for.
    • Click on the three dots (⋮) on the right of the Invoice.
    • Select Edit Invoice from the dropdown menu.

  3. Generate Public URL

    • Once on the Edit Invoice page, click the dropdown arrow next to the Save Invoice button on the top right.
    • Select Generate Public URL from the dropdown options.

  4. Publish the Invoice to Web

    • A modal will appear with the option to Publish to Web.
    • Click the Publish button to create a public link.

  5. Copy or Share the Link

    • Once published, a URL will be generated.
    • You can copy the link by clicking the Copy button and share it as needed.

  6. Unpublish the Invoice (Optional)

    • If you wish to make the quotation private again, click the Unpublish button in the modal.

This process allows you to easily share a Invoice with your clients or collaborators by providing them with a direct public link.