Sharing Invoices

Sharing Invoices

Finix allows you to share an Invoice via email or share it directly.

Delivery Options

During invoice creation, you may select delivery options to determine how you want to share the invoice with the buyer.

There are two options:

  1. Automatically send the invoice to the buyer's email address.
  2. Share an invoice link manually.

Sharing an Invoice Upon Creation

When creating the invoice:

  1. Select a buyer or click + Add a Buyer if they are not in the system.
    • The buyer's email address will appear in the Send Invoice To field.
  2. For Delivery Options, leave Email Invoice selected.
  3. Optional: You can add more recipients by separating email addresses with a semicolon.
  4. Optional: You can also add yourself as a recipient.

Upon creation, the invoice will be sent to the buyer's email address.

Sharing an Invoice after it's created

After creating an invoice, you can manually share the invoice link by following these steps:

  1. Navigate to the Invoices list page and select the desired invoice you want to share.

  2. From the invoice details page, click Share Link to access multiple sharing options:

Via Email

Send the invoice link via email.

Via Text Message

Share via SMS or messaging apps.

Via QR Code

Generate a scannable QR code.

Copy Link

To share an invoice through Slack or another messaging app, copy the invoice URL. Your buyer can then use the link to pay.

What the Buyer Sees

When a buyer clicks the invoice link, they're taken to the payment page where they can:

Buyers will see a confirmation message upon successful payment.

Link Sharing History

You can view a record of all invoice shares from the invoice details page. To do so:

  1. On the dashboard, expand Payment Tools in the left navigation and click Invoices.
  2. From the Invoices list page, select the desired invoice.
  3. From the invoice details page, click the Link Sharing History tab to view a record of all invoice shares.

The Link Sharing History displays: