Send invoices as a link

Send an invoice as a link

Send your invoice as a secure link your client opens in any browser, with no login and nothing to install. They read every line, download the PDF for their records, and pay by card there and then if you accept card payments.

30 days of everything, free. No card needed.

Oakfield Joinery

Invoice INV-0051 Sent

To Sarah Hughes · Kitchen worktops, supply and fit · £2,460.00 due 14 March

Pay £2,460.00 Download PDF
What your client opens from the link. The pay button appears if you accept card payments.
How it works

From your send button to your client’s screen

1

Send with a link

When you send the invoice, choose to include a link. The email carries a “View invoice” button, not only an attachment.

2

They open it in any browser

Your client taps the link and the invoice opens straight away, on a phone at the kitchen table or a laptop in an office, with no account to create and no login.

3

They read it and save the PDF

The page lists every line you billed, labour and materials, down through the VAT and any CIS deduction to the balance due. The PDF is one tap away for whoever files it.

4

They pay online, if you accept cards

Connect card payments and a pay button sits right on the invoice, so your client can pay the invoice without leaving the page.

The details

One link, and no attachment to open

A client pays what they can see. Sending the invoice as a link puts it on screen in one tap: no login to get past, no file to open, and a pay button already there if you accept cards.

Nothing to lose in an inbox

An attachment slips down a busy inbox, sits unopened while whoever pays it is out at work, or refuses to preview on a phone. Sending a link puts a “View invoice” button in the email instead, so there’s nothing to download just to see what you’re owed. One tap and your invoice is on screen.

Every line on screen, the PDF underneath

The page lists what you billed, labour and materials on their own lines, then the subtotal, the VAT, any CIS deduction, and the balance due. It’s built from the same invoice as the PDF, so the two can’t disagree, and the PDF sits under a download button for whoever files it. The note you wrote about what the work covers shows next to the amount, so nobody has to ring you to ask what it’s for.

Pay online, if you accept cards

Connect card payments through Stripe and the online invoice gains a pay button, so your client can pay by card the moment they open the link. Without Stripe connected, the link still shows the invoice and the PDF, just without the payment step.

Quotes work the same way

Your quotes go out as their own secure link too, so a client can open, accept, or decline in the browser with no account. Priced a job on Friday and want it agreed before you order the materials? That’s the accept button. However you deliver an invoice, whether a PDF attachment, a link, or both, is your choice each time you send.

Questions

Good to know

Does my client need an account to open the invoice?

No. The link opens the invoice in any browser with no login and nothing to install. Your client sees every line, can download the PDF, and can pay online there if you accept card payments.

What does the online invoice show?

Every line you billed, labour and materials, then the subtotal, the VAT, any CIS deduction, and the balance due. It comes from the same invoice as the PDF, so the two can’t disagree, and the PDF sits under a download button for whoever files it.

Do I have to send a link, or can I still attach the PDF?

It’s your choice each time you send: a PDF attachment, a link, or both. The “View invoice” button is included whenever you send with a link, so there’s nothing to lose in an inbox and nothing to download just to read it.

Can my client pay from the link?

If you’ve connected card payments through Stripe, the online invoice shows a pay button and your client can pay by card there and then. Without Stripe connected, the link still shows the invoice and the PDF, just without the online payment step.

Can I send quotes as a link too?

Yes. A quote goes out as its own secure link your client opens in any browser to read, accept, or decline, with no login needed, and the quote updates the moment they answer.

Get your invoice in front of your client, in one tap.

Send your next invoice as a link they can open on a phone, read line by line, and pay from in the browser.