Manage clients
Create read-only public invoice links that clients can open without a login, use for PDF download, and lose access to when a link expires or is deleted.
Core capabilities
The essential controls for moving this part of your billing workflow forward.
Add a public link from an invoice, copy the generated URL, and send it to a client or accounts payable contact without creating a recipient account first.
Anyone with the link can open a read-only invoice view with the customer and sender details, invoice number, dates, line items, totals, and invoice notes.
The public invoice page includes PDF download support, so clients can keep the same invoice document for approval, payment, or accounting records.
Delete a public invoice link when it should no longer be available. Expired, deleted, or missing access links stop resolving through the public invoice route.
Public sharing is useful when a recipient only needs one invoice URL. Invited client portal access is better when clients need signed-in access to shared documents over time.
Public invoice links focus on invoice visibility. When an invoice also has an online payment link, the public invoice view can surface that payment option separately.
Good fit
Use it when a recipient only needs direct access to a single invoice instead of a full portal account.
Use it when the client should view sender, recipient, dates, line items, totals, and notes from a public page.
Use it when the recipient should be able to download the invoice PDF from the same shared page.
From start to finish
A practical sequence you can adapt to the way your team already works.
Enter the customer, sender, invoice number, issue date, due date, line items, totals, and any invoice notes that should appear on the public invoice view.
Use the invoice public links control to generate an access link. Public invoice link creation is available on every plan.
Send the generated invoice URL through email or another client communication channel when the recipient does not need a full client portal login.
The recipient can open the read-only invoice page, review the visible invoice details, and download the invoice PDF from the public view.
Remove a public link to disable it. The app also tracks link expiry, and expired links no longer provide public invoice access.
Keep exploring
Connect Public Invoice Sharing with the next useful part of your workflow.
Give invited clients a dedicated portal to review shared invoices and quotes, manage membership access, use familiar regional formats, and download branded PDFs.
Schedule email reminders before, on, or after an invoice due date. Choose the timing and recipient for each stage, then adjust follow-up for individual invoices when needed.
Let customers pay eligible invoices through Stripe-hosted checkout. Invoice Master adds the Pay button and records successful payments against the invoice.
Details
No. Public invoice links are designed for no-login invoice access. Anyone with the link can view the read-only public invoice page.
The public invoice view shows the invoice details needed for review, including sender and recipient information, invoice dates and number, line items, totals, and invoice notes.
Yes. The public invoice experience includes PDF download support.
Yes. Delete the public link to disable it. Expired, deleted, or missing public invoice links no longer resolve to the invoice.
No. The current public invoice sharing flow uses access links, not passwords. Treat the URL as shareable access because anyone with the link can view the invoice.
Use public invoice sharing when a recipient only needs a direct link to one invoice. Use the client portal when invited clients need signed-in access to shared invoices and quotes over time.
Ready when you are
Set up the workflow in your account and keep the work connected from the first record to the final payment.
