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.

    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









                                    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