Share an invoice

Share an invoice

An invoice can be shared with a customer through multiple channels in Solo. A payment link will also be shared along with the invoice.
Key points to note:
  1. When sharing a draft invoice is that the status will change to 'sent' and the option to edit the invoice will no longer be available.
  2. When the link to an invoice is sent for the second time, the link sent the first time will be deactivated.
 

To share an invoice on iOS: 

  1. Open the invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click Share at the bottom-left corner of the page.

 
  1. Open the invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click More at the bottom-right corner of the page.

  1. Click Share invoice link. You can copy or share the link from here.

 
  1. Open the invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click More at the bottom-right corner of the page.
  3. Click Revoke invoice link.
 

To share an invoice on Android:  

  1. Open the invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click Share in the top-right corner of the page.

  
  1. Open the invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click the three dots in the top-right corner of the page.

  1. Click Share via link. You can copy or share the link from here.

 
  1. Open the invoice from the Invoice module or the Finance tab in the dashboard.
  2. Click the three dots in the top-right corner of the page.
  3. Click Revoke payment link.