Sending the invoice and the signing link

In this guide, you send the invoice with electronic signature to your customer and see what the customer receives.

Before you start

• An invoice with electronic signature turned on (guide Invoice with e-signature).

1. Approving and sending

1. Open the invoice. While it's a draft, click Approve.
2. Click More Actions.
3. Click Send.
4. You can send the invoice by email, WhatsApp, Viber or Telegram.
5. The customer's email is already filled in.
6. Click Send.
7. The invoice has been sent. Click OK.

2. What the customer sees

1. The customer gets a link to the invoice by email. Let's look at it through their eyes.
2. The customer sees the invoice and the Sign Document button.
3. Done. The invoice is waiting for the customer's signature.

Summary

Invoice → Approve → More actions → Send → Send → the customer gets the signing link

What's next

Next guide: The customer signs the invoice.