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PMWilson
Level 1

customer view of live invoice

When I send an email invoice to a customer, that invoice includes a PDF and a hyperlink. Does the hyperlink connect to a "live" view of the invoice or is it just an online version of the PDF invoice? That is, if I make changes to the invoice after I send the email to the customer, can the customer view those changes through the link? 

1 Comment 1
cody_a
Moderator

customer view of live invoice

Hi @PMWilson, thanks for your question.


The hyperlink on the invoice that you are referring to is live and will update to reflect the current amount that is on the invoice. 

 

Keep in mind that after you edit an invoice, you can also resend it to your customer with the updated information by clicking Save and send after those edits have been made. 

This article includes some instructions and a video.

 

If you have any more questions, please don't hesitate to reach back out!

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