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:

  1. Visit your invoice
  2. Select the ‘Send Invoice’ button
  3. Make sure ‘See this invoice online’ is checked
  4. 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:

  1. Visit your invoice
  2. Select ‘Preview
  3. You'll see what your customers sees

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