In this article, we will discuss all the different ways you can share your invoice and other accounting documents with your clients. 


Depending on your needs, you can either share your documents manually by taking a printout, downloading a PDF, or copying the link, or you can share the documents directly via Automated Sharing Options (Email or WhatsApp)


Once your document is created, you will see the different options to share your invoice at the top as well as the bottom.



Manual Sharing Options :


1. Print

If you prefer hard copies, click on the Print button on the Invoice Preview page. This will allow you to print the invoice directly from your browser.


2. Download PDF

Click Download to generate a PDF of your document. You can then share this PDF via email, WhatsApp, or any other platform of your choice.


3. Copy Link (Recommended)

Go to Email/ WhatsApp and click on the share option, then copy the Link to generate a shareable link to your accounting documents:



Why use this?

  • The link is dynamic – any updates made to the invoice will automatically reflect for the client.

  • You don’t have to resend the link if you make edits.


Automated Sharing Options:


1. Email


When you click “Email Invoice”, it will open a window like this:



All the fields will automatically be populated based on your client details. You can continue to edit all of them. 


  • “From” Indicates who the invoice is from - it should be your company/freelancer's name.

  • “Client's name” would contain the name of your client or their company.

  • You can also send the email to more recipients from your colleagues or the client's team in the “More Recipients” field.


Further, you can edit the Subject as well as the Email body message. You can click on “Message preview” to see the preview.


When you hit send, the PDF of your invoice as well as the Link will automatically be added to the email. Also, if you want to send the email at a later time, you can do it by clicking on “Schedule for later.” It will allow you to schedule the email for a later date & time based on your client’s time zone.




2. WhatsApp


You can also send an invoice directly via WhatsApp by clicking on “WhatsApp invoice”.



All you have to do is add the client’s name, the client’s phone number, and your phone number on which you want to receive a reply from the client. As with emails, you can send it directly or schedule it for later.


Want to download duplicate/triplicate documents?

 

That's it! 

In case you still have questions, reach out to us at care@refrens.com or contact us via live chat support for quicker assistance.