INVOICES
Send, share, print or download an invoice as a PDF
Send your invoice as a private link by email or text, download a PDF or print it. Your customer sees your logo, payment instructions and the live balance. Download a PDF to keep your own copy.
Steps
Open the invoice from Invoices. If it’s a draft, choose Issue invoice first so your customer doesn’t see a DRAFT stamp.
Under Send to your customer, choose Send.
Pick how to send it: email it (from your own mail app, or straight from Intralyn when email sending is set up for your account), send a Text message, or Copy link to paste anywhere.
Sending is recorded in the invoice’s Activity.
PDF and print
- Download PDF saves a PDF to your device. Keep it as your copy of the invoice exactly as it looks today.
- Print opens a print-ready page.
- Intralyn keeps the invoice itself, not copies of it. See keep your own copies.
Turn a link off
Only people you send the link to can view the invoice. To stop a link working, choose Stop sharing, then Turn off links.