Payments & documents

Share an invoice with a customer

Use email, WhatsApp, SMS or a link.

1 min readUpdated
On this page

Step by step

  1. Open the intended order or invoice.
  2. Choose the share action.
  3. Select Share by email, Share on WhatsApp, Share by SMS or Copy invoice link.
  4. Check the recipient and document before sending through the chosen service.

Good to know

Anyone who receives a public document link may be able to view that document. Share it only with the intended people.

Open in PatoHQ (opens in a new tab; sign-in may be required)

Available actions depend on your role, enabled modules and plan.

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