Iris allows you to share an invoice directly with a client by copying its unique URL and sending it to them yourself, rather than relying on Iris to deliver it automatically. This option is useful when you want more control over how and where the invoice is sent — for example, through email, text, or a messaging app.
First, open the invoice and click the 3 dots at the top.
Next, click the Take Payment Now option. This will open the client view of your invoice.
From this view you can copy the URL and paste it into whatever form you are sending the link.
When your client clicks the URL, it will take them to this view.