Can I share my customer Invoice with someone who is not using Zoho Books?

Yes. You can share an invoice which you had created from your Zoho Books account. All you have to do is generate a link for that invoice using the Share Invoice Link option and share it. The receiver of this invoice does not need to have a Zoho Books account. He can use the link to view and/or pay for the invoice.

To generate this link:

  • Go to Invoices module.
  • Select the Invoice for which you want to share the link.
  • Click the More dropdown present on the top-right.
  • Click Share Invoice Link option.

Note: Only invoices with a Sent status can be shared.

Only sent invoices

  • You will get a message box with the uniquely generated URL.
  • You can copy this URL and send it or share it via mail.

Generated Link

  • The receiver can now view the invoice.
Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial
Zoho Books

VAT compliant accounting
software for small

Maybe Later