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How to share bills on the web

To share bills. First, go to sales on the left-hand side of the dashboard. After clicking on 'sales', a drop-down menu appears. Now, select,

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to Sales and select Invoices

First, go to sales on the left-hand side of the dashboard. After clicking on 'sales', a drop-down menu appears.

Select “Invoices” from the drop-down menu.

go to invoices

Step 2: Click on “Send”.

Search or select the invoice you would like to share and click on the "Send Icon" option under actions.

click on send icon

Step 3: Share the Invoice

Now, a drop-down menu appears Select the means by which you would like to share the invoice.

Share on WhatsApp

Click on the WhatsApp icon from the drop-down menu.

click on WhatsApp icon

The chat of your customer opens with a payment link and a default message. Now, click on Send to share the invoice.

Note: You can also edit the default message.

share invoice on WhatsApp

Share via email

Click on the email icon from the drop-down menu.

select email option

A new form appears. Here, enter the email address of the recipient of the invoice.

enter the recipient email adrress

Note: You can also upload attachments, add an email template, and edit the header, body, and footer of the email.

Now, click on the “Send Mail” option present at the top right corner of the screen.

click on send mail option

Congratulations! You have successfully sent your invoice to your customer via email and a pop-up appears on top of the screen informing the same.

email is sent successfully

Share via SMS

Click on the SMS icon from the drop-down menu.

click on Send SMS option

A pop-up appears with the default SMS format. Now, select “Send SMS” to confirm sharing the invoice.

confirm to send SMS

Congratulations! You have successfully sent an SMS of the invoice to your customer and a pop-up appears on top of the screen informing the same.

SMS sent successfully

Share via Link

Click on the “Copy Link” icon from the drop-down menu.

click on copy link

A pop-up appears on top of the screen informing the link has been copied to your clipboard.

link copied successfully

You can share this link with your customers, who in turn can use it to view the invoice and pay through the link using a payment gateway.

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