Letting clients see invoices online
Customers can see your invoice and ask questions about it online – from their computer or mobile device.
Here’s what your customers see:
Sending a link to an online quote
Sending a link to your online invoice is easy:
- Visit your invoice
- Select the ‘Send Invoice’ button
- Make sure ‘See this invoice online’ is checked
- Send the email!
Your client will receive your email message, a PDF attachment of your invoice and a link to view it online.
When users select the link in the email, they'll be taken to your invoice, as shown above.
What happens when a customer asks a question online?
We'll forward the entire question on to you in an email, and ping you a notification in YourTradebase.
Can I see what my customer will see?
Sure thing. Just preview your invoice:
- Visit your invoice
- Select ‘Preview’
- You'll see what your customers sees