What the client sees
•
The invoice or estimate with your logo, lines and total
•
A pay button for card, Apple Pay or Google Pay
•
A download button for the PDF and, once paid, a PAID receipt
What you send
1
Create the invoice or estimate and tap Send.
2
The client gets an email with a View invoice link, or Review and accept for an estimate.
3
They open it on any phone or computer. Nothing to install and nothing to sign up for.
Questions and answers
Do my clients need an account or an app?
No. Your client opens the link in your email and views the invoice, pays it or signs the estimate. There is no account and no app to install.
Is the client link private?
Yes. Each link is unique and is not indexed by search engines.