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📖 Fundamentals

  • Clerk Invoices App: General
    • Managing Invoices
    • Invoice Elements
    • Invoice Statuses
    • Setting Invoice Currency
    • Time and Materials Pricing Model
    • Fixed Price Model
    • Invoice Layouts
    • Invoice Mock-up Editor
    • Invoice Localization
    • Importing Fixed Price Items from CSV/Excel
    • Retainers and Upfront Payments
    • Classic Retainers
    • Recurring Retainers
    • Mixing Pricing Models in One Invoice
    • Applying Taxes and Discounts
    • Setting Company Name, Address and Legal Info
    • Invoicing from Multiple Companies
    • Recurring Invoices
    • Custom Invoice Numbering
    • Sharing Invoices with Clients
    • Sending Invoices by Email
    • Exporting Invoices to PDF
    • Exporting Invoices to CSV/Excel
    • Printing Invoices
    • General Settings
    • Billable Time Setting
    • Jira Permissions to Access Invoices
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  1. Help Center
  2. Fundamentals
  3. Clerk Invoices App: General

Sharing Invoices with Clients

How to Send Invoices and Quotes to Clients from Clerk

🍿 Related Video Tutorials

To share an invoice with a client you can:

  • Email it to a client
  • Enable a secret public link
  • Export invoice to PDF
  • Print invoice

Invoice Secret Public Link

You can enable the invoice secret public link and send it to the client. The client will see the invoice in the following format with the ability to see time reports and export both invoice and time reports to PDF or CSV:

Visiting this link does not require registration or any account.

←
Custom Invoice Numbering
Sending Invoices by Email
→

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651 N Broad St, Suite 206, Middletown, DE 19709, USA