How To Share an Invoice

SimplaTask streamlines the invoicing process, allowing you to share invoices efficiently. This comprehensive guide will walk you through sharing an invoice from start to finish.

If you need help creating an One Time Invoice, click here!

If you need help creating a Recurring Invoice, click here!

If you need help creating a Subscription Invoice, click here!

If you need help creating an Installment Invoice, click here!

If you need help viewing an Invoice Details, click here!

If you need help updating an Invoice, click here!

Before You Start:

Before you begin, ensure the following requirements are met:

• Permissions: You need Manager, Admin, or Owner-level access to create payment links.

Starting Invoice Sharing Process:

Step 1: Initiate Invoice Sharing Process.

Navigate to your invoice section located on the left side of the main screen and click the "Invoices" option located in the third position of the menu, below "Accept Payments". 

Step 2: The Invoices Dashboard.

The dashboard displays all your created invoices along with essential information for each one. 

The first two columns provide quick-access options to perform various actions on your invoices.  

Invoice Options:

Step 3: The Invoice Options.

The circle with the X symbol reveals the balance paid and invoice type details for that specific invoice.

Finally, the three-dot menu button offers four key options when clicked: View, Send Mail, Send SMS and Edit the invoice. 

• View: This will navigate you to a comprehensive detail panel where you can view all relevant information about that invoice. 
• Send Email: This option opens a comprehensive sharing interface, allowing you to distribute invoices through Email.
• Send SMS: This option opens a comprehensive sharing interface, allowing you to distribute invoices through SMS.
• Edit: This option activates multiple editable fields for quick updates and corrections. 

Sharing an Invoice.

Step 4: Sharing the Invoice.

Click the three-dot menu button and choose your preferred delivery method from two convenient sharing options: Email or SMS.

Send Email.

This option opens a comprehensive sharing interface, allowing you to distribute invoices through Email. Just enter the email address where the invoice will be sent and click the Send button.

Send SMS.

This option opens a comprehensive sharing interface, allowing you to distribute invoices through SMS. Just enter the phone number where the invoice will be sent and click the Send button.

You can choose two areas: United States or Mexico.

Step 5: Alternative way to share an invoice.

Alternatively, you can share an invoice by clicking directly on its title. 

This will navigate you to a comprehensive detail panel where you can view all relevant information about that invoice. 

You will find the Send invoice button, which opens a comprehensive sharing interface, allowing you to share your invoices in two convenient options: Email or SMS. .  

Enable both channels or select just one, giving you complete control over your invoice distribution strategy.

When you activate SMS delivery, you can select between two coverage areas: United States or Mexico.

Once you've selected your preferred sharing channels, simply click Send to instantly distribute your invoice with maximum efficiency.