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.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Share, save, edit, and delete a contact

                                                                                                                Share a Contact on iOS A contact can be shared by clicking the Share icon at the bottom of the contact and by choosing a medium from Airdrop, Messages, Mail, Notebook, Notes, and so on. A contact can also be copied or saved to files. It can also be ...
                                                                                                              • Create an Invoice

                                                                                                                What is an invoice? An invoice is a receipt, bill, or statement that contains the items that are invoiced and their rate. Invoices are sent to customers after a job is completed. The payment link can also be sent along with the invoice for the ...
                                                                                                              • How to mark an invoice void

                                                                                                                An invoice that is invalid can be marked as 'Void' in Solo. Key points to note: You can mark an invoice as void when it is in the Sent or Overdue status. No actions can be performed inside a void invoice. Once an invoice is marked void, the items or ...
                                                                                                              • Sort, edit, and delete an invoice

                                                                                                                Sort Invoices Invoices can be sorted by Modified Date, Due Date, Invoice Number, and Total Amount. To sort invoices on iOS: Click the icon in the bottom-left corner of the homescreen. Go to the Income module. In the top-right, click the three dots. ...
                                                                                                              • Sort, edit, delete, and create invoice for expense

                                                                                                                Sort Expense Sort expense with Title, Amount, and Modified Date. To sort expense on iOS: Click the Settings Icon in the bottom-left corner of the homescreen. Go to the Expense module. In the top-right corner, click the three dots ... and click Sort ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources