Sales
Sharing & payments
Document links, email share, and recording payments.
Share an issued document
After issue, open Share on the document:
- Open document / Copy invoice link — documents viewer (HTML/PDF)
- Send email — uses the share pipeline (ensure the document has finished generating)
If you see “Document not found”, wait a moment for generation or retry — Billing ensures the artifact before opening the view link.
Record payments
Mark invoices paid or partially paid from the payments flows. Outstanding amounts drive reports and the customer portal.
Customer portal vs document link
| Surface | Purpose |
|---|---|
| Documents viewer | Single issued invoice/quote HTML + PDF |
| Customer portal | All open invoices/quotes for that party + UPI, no login |
See Customer portal.