Give clients a cleaner way to open invoice documents without searching through attachments.
Email attachments get buried, forwarded, blocked, or downloaded by the wrong person, which creates extra back-and-forth when a client needs the invoice again.
A client portal invoice link gives the recipient a secure online view where they can review invoice details, download the PDF, and see payment instructions.
A shared invoice link solves the attachment problem. Instead of a PDF that has to survive forwarding, filtering, and being saved somewhere findable, the client gets a page that always shows the current state of the invoice.
It is particularly useful when the person who receives the invoice is not the person who pays it. Forwarding a link is reliable in a way that forwarding an attachment through several mail systems is not.
| Invoice line item | Description | Example amount |
|---|---|---|
| Public invoice view | A browser link for reviewing invoice details online. | Link |
| PDF download | A client-facing download action from the public invoice page. | |
| Quote acceptance view | A public quote page where the recipient can review and respond. | Quote |
| Payment instructions | Visible instructions that help the client pay without another email. | Info |
| Portal activity | View counts that help the sender understand whether the document was opened. | Activity |
Include the link in the invoice email as well as the attachment. Clients differ in which they prefer, and offering both removes an excuse for delay.
The link is unguessable rather than password protected, which is the right trade-off for a document the client needs to forward to their own finance team. Treat it as confidential but not secret, exactly as you would the emailed PDF.
If a client asks for invoices to be uploaded to their own supplier portal, that takes precedence. Large organisations frequently will not pay invoices that arrive by any other route.
Some finance teams file attachments automatically and will not act on a link alone.
It is designed to be forwarded internally. Do not put anything on the invoice you would not want a client's whole finance team to read.
Where a client mandates their supplier portal, invoices sent any other way often simply are not processed.
A client with a question and nobody to ask will usually just wait.
Create 5 invoices every month for free, then upgrade as you grow.